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Wills, Trusts, & Estates
Our estate department assists clients with all aspects of trusts and estates, ranging from routine wills to complex estates. A significant portion of our practice is devoted to the preparation of wills, trusts, durable powers of attorney and other estate planning documents. We also have extensive experience in • the administration of probate and trust estates, • the preparation of required income, estate, gift and inheritance tax returns, • the administration of conservatorships, and • trust and estate litigation. An individual’s estate plan often calls for more then a traditional will or trust. Attorneys at Twomey, Latham seek to address the client’s long-term objectives and circumstances in structuring a tax-efficient estate plan. We routinely advise clients on the selection and implementation of planning tools such as revocable living trusts, life insurance trusts, irrevocable trusts, gifting programs, family limited partnerships, deferred compensation arrangements, gift and estate tax planning for retirement benefits, and charitable planning. Our experience extends to planning for the transition of a family or closely held business.
Attorneys in this Practice Area: