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BENEFITS OF ESTATE PLANNING

01

TAX
PROTECTION

01

TAX
PROTECTION

Minimize taxes, legal fees and court costs with an estate plan.

02

FINANCIAL
STABILITY

02

FINANCIAL
STABILITY

Ensure support and financial stability is provided for your spouse, loved ones and/or heirs.

03

CREATE GENERATIONAL WEALTH

03

CREATE GENERATIONAL WEALTH

Passing on wealth properly can ensure generations of wealth for ongoing generations and create shelter strategies.

Whether counseling individuals or corporate fiduciaries, our attorneys are sensitive to the personal nature of estate and tax planning, estate and trust administration, and litigation, and are committed to addressing the unique concerns of each and every one of our clients. We also offer extensive experience in structuring and counseling charitable foundations on tax and corporate issues.

ESTATE PLANNING

Our trusts and estates attorneys assist clients in developing estate plans, often focusing on complex estate, gift, income, and generation-skipping tax issues. We customize our planning to address our clients’ specific needs and goals. Our attorneys are regularly involved in complex estate and tax planning matters that require the use of techniques such as split interest charitable trusts, grantor retained income trusts and unitrusts, irrevocable insurance trusts, “dynasty trusts,” qualified domestic trusts, and family limited partnerships.

ESTATE ADMINISTRATION

The Schroeder Group counsels both corporate and individual executors, personal representatives, trustees, and other fiduciaries in connection with the administration of probate estates and trusts. Our attorneys handle a wide range of issues, including representation in state and federal court proceedings; assistance with accounting and bookkeeping functions; and analysis of complex income, estate, inheritance, and generation-skipping tax issues. We have extensive experience preparing federal and state estate, inheritance, and generation-skipping tax returns for fiduciaries, and representing the fiduciaries in tax audits and controversies.