Estate Planning & Administration of Wills & Trusts

At Zarwin Baum, our attorneys pride themselves on providing a high level of personal attention to each client.

Nowhere is this more evident than in the area of estate planning. Our team takes great care to identify and understand the unique circumstances of each client, which is necessary to design a plan that ensures that our clients’ interests are protected while also maximizing the benefits to those individuals and their intended beneficiaries.

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

  • Drafting, Review, and Probate of Wills;
  • Establishing Trusts;
  • Creating Living Wills;
  • Business Succession Planning;
  • Powers-of-Attorney;
  • Gift and Charitable Planning;
  • Guardianships and Conservatorships; and,
  • Will Contests and Trust Litigation

Our firm can advise on or administer estates of all sizes and complexities. Our team’s experience working with banks, trust companies, and personal investment counselors, cultivated relationships that our estate experts use to provide the highest level of services to our clients.

Zarwin Baum’s tax law experts enable our team to provide comprehensive tax counsel in this practice area, which encompasses estate, inheritance, gift, generation-skipping, and fiduciary income taxes. Our team can prepare federal estate and state inheritance tax returns as well as federal and state fiduciary income tax returns for both estates and trusts. Our attorneys will also handle any issues that arise with various taxing authorities.