Practice Groups

Estate Planning, Wealth Transfer and Tax

Chair: Marti T. Starkey

Estate planning encompasses diverse areas of law including corporate, real estate, wills, trusts, estate administration, business succession planning, charitable gift planning, guardianships, and income, estate and gift taxation. In addition, clients who need estate planning services are a diverse group as well; from owners of closely held business entities, family farmers and young families just starting out to individuals from all walks of life. The challenge for estate planning counsel is to bring the proper legal solutions to bear in crafting unique estate plans for their clients that achieve the goals for both the clients and their families.

Our estate planning and probate attorneys bring depth and breadth of experience to the table in dealing with the wealth transfer issues faced by their clients. For some clients, minimizing gift and estate taxes is of paramount importance. For others, making things as easy as possible for their families to administer the plan carries the most weight. Our estate planning attorneys work with our clients to identify their goals and tailor a specific plan for each individual and family that incorporates what is important for them in a cost-effective manner. Estate planning also includes services designed to assist clients while they are living and not just at death. Harrison & Moberly estate planning attorneys assist clients with prenuptial agreements, guardianships, living trusts, power of attorney issues, health care representative designations and living wills. Finally, our Group works with executors, trustees and beneficiaries to ensure a smooth transition in both estate and trust administrations.
Our Estate Planning, Wealth Transfer and Tax Group stands ready to assist you in putting together your estate plan for your peace of mind.