- Financial Services
- Real Estate
Estate Planning & Administration of Wills & Trusts
The hallmark of Zarwin Baum is the high level of personal attention our 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, 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
• Gift and Charitable Planning
• Guardianships and Conservatorships
• Will Contests and Trust Litigation
Our firm advises on and administers estates of all sizes and complexities. We have 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. Our attorneys prepare federal estate and state inheritance tax returns as well as federal and state fiduciary income tax returns for estates and trusts. We will also handle any issues that arise with taxing authorities.
For more information, please contact any of the practice members referenced in the Attorney Listing.