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Trust And Estate Planning

McCarthy, Leonard & Kaemmerer L.C. offers a variety of legal services

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Our trust and estate planning attorneys provide assistance and guidance to a wide spectrum of clients who wish to effectively transfer wealth, during lifetime or at death, with minimal tax consequences. Our attorneys are experienced in the structuring, drafting and implementation of complex estate and business succession plans designed to preserve and transfer assets, including closely-held businesses, in a manner that is cost effective. In addition, we represent clients under audit with the Internal Revenue Service and perform other income tax matters such as business structuring.

Our attorneys engage in personal estate and tax planning, probate and trust administration, business succession planning, including the creation of charitable trusts, the creation of charitable foundations, estate planning, estate, gift, and income tax advice, marital agreements, closely-held business practice, will and trust preparation, estate and trust administration, will and trust litigation, irrevocable insurance trusts, guardianships and conservatorships, Medicaid and Medicare trust planning, and retirement benefit planning.

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