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The lawyers of Zarwin Baum DeVito Kaplan Schaer Toddy do not merely practice law, we serve clients with high-level legal representation in order to meet and exceed their goals. Each attorney's extensive experience helps our team focus on more than legal matters. We share business solutions. The following are some of the industries in which Zarwin Baum has achieved particularly outstanding results for its clients:
  • Banking
  • Construction
  • Energy
  • Financial Services
  • Hospitality
  • Insurance
  • Manufacturing
  • Real Estate
  • Surety
  • Telecommunications
  • Trucking

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
• Powers-of-Attorney
• 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.

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