Wills, Trusts & Estates

The process of putting one’s affairs into order to protect a spouse and provide for one’s family involves considerations that are often tied as much to personal values, family circumstances and lifetime experiences as they are to financial considerations. In these situations, guidance and counsel from a sensitive and knowledgeable advisor who understands both the client’s specific needs and the tax laws that are implicated will foster the process.

The attorneys at Lindabury, McCormick, Estabrook & Cooper, P.C. have been counseling business owners, individuals, and their families in the planning and transfer of their assets and estates for over 70 years. We help clients understand the issues, the process, the decisions, and the consequences of actions they may take. Whether it be the disposition of a family business, the transfer of accumulated wealth, considerations involved with a second marriage, a family member with a disability/special needs, the preservation of family assets, or any other number of situations that individuals and their families may face, our experienced attorneys can help clients evaluate situations, resolve unsettled questions, and implement plans in accordance with their personal and family situations and objectives.

Our trusts and estates attorneys are experienced in the preparation of wills and revocable living trusts, powers of attorney, and proxies for the provision of health care, as well as programs that will achieve lifetime giving and charitable goals through outright transfers or the creation of lifetime trusts. We can assist in minimizing the impact of estate and gift taxation on the transfer of assets; help develop expeditious and cost-effective plans for the disposition of assets (during lifetime or at death); and handle all aspects of estate and trust administration. Our attorneys can also provide counsel with respect to guardianships and special needs situations. We have extensive experience in probate law and trust and estate litigation, having represented fiduciaries and beneficiaries in both defending and prosecuting actions in state court.

Lindabury’s trusts and estates attorneys draw upon the extensive experience of attorneys in the practice area as well as other attorneys with backgrounds in litigation, business, real estate, elder law, and tax law so that clients can receive specialized expertise where necessary. The firm is committed to staying at the forefront of changes in the tax law in order to provide advice responsive to changing laws and personal circumstances.

Please click here to access the Estate Planning Information Questionnaire.