Estate Planning and Administration
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Kohnen & Patton estate planning attorneys assist clients
in achieving their estate planning goals by identifying the
objectives and needs of clients and their families. We integrate
these objectives and needs with estate tax considerations
to establish a comprehensive estate plan for each client.
We offer experienced counsel in the preparation of wills
and trusts, the creation of other wealth-transfer plans,
and the orderly transfer of closely-held businesses. The
firm also has extensive experience in
international estate planning.
Our estate planning services include:
- Wills, trusts, powers of attorney, and living wills;
- Estate and gift tax planning in the U.S. and abroad;
- Multigenerational planning for families: FLPs, LLCs, GRATs, and Dynasty Trusts;
- Succession planning for family businesses;
- Probate avoidance through Living Trusts and other techniques;
- Advising trustees in the interpretation and administration of trusts; and
- Charitable Trusts and family foundations.
K&P estate planning attorneys are experienced in all
aspects of estate administration, including guiding an estate
through the probate court system in an efficient manner and
filing all required estate and income tax returns. We are
sensitive to family relationships and family objectives when
coordinating the administration of estates and trusts.
