ESTATE PLANNING

Estate planning is about more than just drafting documents — it is about ensuring peace of mind for families and protecting assets across generations. Whether your estate planning objectives are focused on wealth preservation, family business succession, balancing the interests of children from different marriages, charitable donations, or the minimization of tax exposure, we provide thoughtful counsel tailored to each client’s goals.

Our Services Include:

  • Estate planning, wills, and successions

  • Trust formation and administration

  • Estate administration and probate proceedings

  • Fiduciary litigation involving trustees and executors

  • Minimizing Wealth Transfer Taxes

  • Tax-efficient strategies for minimizing estate and gift taxes

  • Tax advantageous wills and trusts

  • Irrevocable life insurance trusts

  • Charitable trusts and family foundations

  • Generation-skipping trusts

  • Family partnerships and limited liability companies

Our Experience:

We have helped families plan for succession of closely held businesses, advised fiduciaries on complex trust administration, and litigated disputes over contested wills. Our attorneys blend technical knowledge with a practical, personal approach that recognizes the sensitive nature of estate planning.

👉 Contact us to learn more about our work in Estate Planning.

Estate Planning & Succession Attorneys:
William C. Kalmbach
J. Ashby Davis