Estate Planning & Administration of Wills & Trust

The hallmark of Zarwin, Baum, DeVito, Kaplan, Schaer, & Toddy's practice of law is the high level of personal attention attorneys give to each client. Nowhere is this more evident than in the area of estate planning. Great care is taken to understand the unique circumstances of each client in designing a plan that ensures maximum benefit to the individual and his or her intended beneficiaries.

Zarwin Baum provides guidance in all aspects of estate work, including:

• Drafting, review and probate of wills
• Establishing trusts
• Living wills
• Business succession planning
• Powers-of-attorney
• Gift and charitable planning
• Guardianships and conservatorships to manage all assets of, and care for, the aged, disabled or minors
• Will contests and other types of will and trust litigation

The firm advises on and administers estates of all sizes and complexities, and has experience working with banks, trust companies, and personal investment counselors.

Zarwin Baum provides comprehensive tax counsel in this practice area, which encompasses estate, inheritance, gift, generation-skipping, and fiduciary income taxes. The firm's attorneys prepare federal estate tax returns, state inheritance tax returns, federal and state fiduciary income tax returns for estates and trusts, and handle any issues that arise with taxing authorities.

If you would like to know more about our services, you may contact our estate planning & administration professionals.