Trusts & Estates

Trusts & Estates

Gresham Savage offers a full range of estate planning services, including the preparation of traditional wills and revocable trusts, as well as comprehensive matters such as business succession planning, and the planning and administration of multigenerational trusts. Most importantly, we develop lifelong strategies for clients to transfer family assets.

We also provide dispute resolution and litigation services for clients addressing a variety of issues, including breach of fiduciary duties, beneficiary claims and tax controversies. Our litigation attorneys have the experience, knowledge and resources to advocate for our clients’ rights as fiduciaries or beneficiaries.

Our office works with our clients’ financial advisors, accountants and other professionals to ensure that their goals are accomplished efficiently and effectively. We understand that estate planning and trust administration can be overwhelming for clients, and we make every effort to ensure the process is understandable and meets our clients’ goals.

Areas of practice include:

  • Estate planning, including the establishment of living trusts, wills, durable powers of attorney for property management and durable powers of attorney for health care decisions
  • Advanced wealth transfer planning, including life insurance trusts, family limited liability companies and qualified personal residence trusts
  • Charitable gift planning, including charitable remainder trusts and charitable annuities
  • Business succession planning and family asset transfers
  • Trust and estate administration
  • Probate administration
  • Representation of fiduciaries and beneficiaries in disputed matters, including will contests, trust disputes and fiduciary accountings
  • Tax preparation, including federal estate tax and gift tax returns
  • Property tax issues related to changes in ownership