SERVICES

ESTATE 
PLANNING

Developing and drafting estate plans, including preparation of Wills, Trust Agreements, Durable Powers of Attorney and Health Care Directives;  providing advice and implementing advanced wealth transfer strategies for clients with estates subject to estate tax;  advising clients on estate planning for special needs of children, spouses or other family members, including preparation of special needs trusts; advising clients on estate, income and gift tax planning.

TRUST ADMINISTRATION

Assisting executors and trustees in handling the administration of probate estates and trusts after death, including preparation of estate tax returns; and helping beneficiaries understand the terms of wills or trust agreements and their rights in an estate or trust.

BUSINESS SUCCESSION PLANNING

Working with small business owners to develop a plan for the transition of their business in the event of death, disability or retirement; and preparation of documentation of the plan, such as buy-sell agreements.

PREMARITAL AGREEMENTS

Negotiating and preparing premarital agreements or postnuptial agreements to establish the rights and obligations of a married couple in the event of divorce or death.

CHARITABLE PLANNING

Advising clients on charitable giving strategies, such as the use of charitable trusts, private foundations, donor-advised funds or gifts from retirement accounts; and assisting clients with the creation of private charitable foundations and providing advice on the ongoing operation of private foundations.

© 2020 by ZELLMER LAW FIRM, LLC