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Orr & Reno has a long tradition of providing sophisticated estate planning and probate administration services for high net worth individuals. Estate planning services are designed to preserve wealth, provide charitable gift planning and address end-of-life issues. We assist clients in administering and settling estates in a timely manner while preserving and respecting family relationships.
Practice Focus
Estate planning services include:
- Federal gift, estate and generation-skipping transfer tax planning
- Planning for lifetime gifts
- Preparation of wills, trusts and charitable vehicles
- Planning to preserve and transfer family real estate
- Preparation of advance directives
- Small business succession planning
- Funding of trusts, including real estate transfers, for probate avoidance and tax purposes
Estate administration services include:
- Asset identification, collection and valuation
- Appointment of executors and trustees
- Managing the probate court process
- Removal, replacement or appointment of successor trustees of probate and non-probate trusts
- Payment of all estate debts, expenses and taxes, including recordkeeping and reporting
- Advice regarding the disposition of jointly-held assets, life insurance and retirement benefits passing outside a will or trust
- Providing post-mortem estate tax planning advice
- Preparation of state and federal estate, gift and generation-skipping transfer tax returns
- Preparation of state and federal income tax returns for estates and trusts
- Resolving tax matters, including audits
- Handling guardianship matters
Members in this Practice Area
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