Estate Planning & Probate

Messerli Kramer’s Estate Planning & Probate group is dedicated and committed to staying current on the laws, trends and demands of their clients with respect to estate planning, estate administration, and related litigation. Our attorneys and paralegals provide clients with the advice, counsel, tools and experience necessary to protect their family, preserve their legacy, and transfer their businesses and other assets pursuant to an integrated and coherent plan designed to accomplish their objectives.

Services

• Creation of Complex to Sophisticated Wills & Revocable Trusts

• Creation of Charitable Trusts (CRUTs, CLATs)

• Creation of Grantor Retained Annuity Trusts (GRATs)

• Creation of Intentionally Defective Grantor Trusts (IDGTs)

• Creation of Irrevocable Life Insurance Trusts (ILITs)

• Creation of Qualified Personal Residence Trusts (QPRT)

• Drafting of Health Care Directives

• Drafting of Powers of Attorney

• Drafting of Special Needs Trusts

• Drafting of Supplemental Needs Trusts

• Formation of Family Limited Partnerships and Family Limited Liability Companies

• Implementation of Business Succession Plans

• Representation in Guardianship and Conservatorship Proceedings

• Representation in Probate Proceedings

• Representation in Trust Administration Proceedings

• Representation in Contested Valuations

• Representation in Contested Wills

Professionals

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