Estate & Trust Planning and Administration
The combination of personal, emotional and financial interests involved in Estate & Trust Planning and Administration make this important area of practice particularly challenging. With more than 50 years of technical and practical experience, James, McElroy & Diehl delivers sound legal advice that facilitates the efficient and tax-effective transfer of assets. If complex familial issues come into play, our attorneys are equipped to deal with such matters in a sympathetic and practical manner.
Optimally, the transfer of property, money and other assets is completed according to the wishes of the transferor, and necessary estate accounting, estate tax return preparation and other legal requirements are uncontested. However, should questions arise about whether a particular matter has been properly handled, James, McElroy & Diehl is equipped to provide our clients with advice, counsel and litigation representation.
The skills James, McElroy & Diehl brings to bear include, but are not limited to:
- Drafting wills and trust instruments
- Drafting powers of attorney for healthcare and property matters
- Representation of individual and corporate executors and trustees in the administration of estates and trusts
- Assisting in the resolution of estate and trust disputes