Our office represents clients in drafting, executing and maintaining their estate plan. Estate planning for most individuals include the execution of a revocable living trust, pour-over will, durable power of attorney and advance health care directives. Our office helps individuals and married couples execute and implement the appropriate estate plan for their situation. We take into account our clients goals, desires and nature of their assets to prepare and implement the appropriate estate planning documents. We will counsel you on tax ramifications as it applies to your situation and the constantly evolving laws.
Focusing on the fundamentals of wealth planning and the many complex issues raised by significant wealth, Tredway, Lumsdaine & Doyle has developed widespread capabilities to address issues of asset preservation, liquidity, risk management, charitable and philanthropic pursuits, retirement and education funding, as well as wealth transfer and estate planning.
Our team of dedicated professionals — including trust and estate attorneys, and specialists in tax— will work side-by-side with your personal accountant and financial advisors to develop an integrated financial plan tailored to your unique circumstances. Today, it may be more important than ever to protect your assets from significant loss due to estate taxes.
Our estate planning services include:
- Revocable Living Trusts — for single individuals and married couples
- Wills including pour-over wills
- Durable Power of Attorney
- Advance Health Care Directive
- Irrevocable Trusts
- Three-way Marital Trusts
- Grantor Retained Annuity Trusts (GRATs)
- Irrevocable Life Insurance Trusts (ILITs)
- Charitable Planning
- Special Needs Trusts (SNTs)
- Entity Formation and Family Limited Partnerships
- Trust Amendments
- Codicils
- Asset Transfers and Schedule A Updates
- Heggstad Petitions
- Trust Reformations
- Nominations for Guardians
- Certificates of Independent Review
- Elder Law
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