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Dunn Carney attorneys practicing in this area assist clients with evaluating and designing estate plans for estates of all sizes. Planning techniques involve various wealth-transfer methods, such as business succession planning, establishing revocable living trusts to avoid probate and protect privacy, establishing special needs trusts to provide for individuals with disabilities, developing plans for lifetime giving to individuals or charitable organizations, or establishing irrevocable trusts to minimize death taxes. Estate plans generally also include executing durable powers of attorney and advance directives for healthcare so that a plan is in place in case of the client's incapacity. Our attorneys strive to design estate plans that meet the needs of the individual client in terms of both long-term flexibility and transfer-tax minimization.
Contact person: Marsha Murray-Lusby, Trusts and Estates Practice Group Leader
Team Members:
Prior to meeting with an attorney regarding your will and estate plan, we recommend you complete this confidential family information sheet.
