Fedder and Garten

Estate Planning, Wills and Estate & Trust Administration

Overview

The attorneys of Fedder and Garten’s Estate Planning, Wills, and Estate & Trust Administration group provide comprehensive legal services in all aspects of estate planning, wills, estate & trust administration and asset protection. Fedder and Garten’s estate planning group focuses on individual solutions to each family’s specific estate planning needs, paying particular attention to minimizing estate and income tax burdens, efficient transfer of assets to succeeding generations, and promoting family harmony.

It is important to realize that a comprehensive estate plan addresses life time issues as well as issues arising at death. Through the appropriate use of financial and medical powers of attorney and when called for, trusts, an efficient method of managing client’s assets in the event of incapacity can be implemented. In addition, the estate planning group can assist clients with management of monthly bills and asset transfers as well as annual management of life insurance trust notices. A primary focus is the promotion of transfers of assets by shifting assets and growth opportunities to younger generations in a managed and controlled fashion, where appropriate. A wide variety of sophisticated estate tax reduction strategies, which are best implemented during a person’s lifetime, must also be considered.

After a loved one has died, families are in need of assistance with the estate administration process, the required estate tax disclosures and filings, and frequently with the long term administration of trusts for spouses or other family members. Fedder and Garten’s unique combination of estate planning attorneys, a staff certified public account, and paralegal staff ensure that the probate and trust administration process is handled efficiently. Meeting various court and tax deadlines, promoting family harmony, and minimizing both income and estate taxes are prime considerations in the estate and trust administration process.

Whether you require sophisticated multi-generational planning or more simple documents, you will be individually handled with care, understanding and professionalism.

Attorneys

Representative Clients

  • Individuals, Estates and Trusts
  • Fortune 500 Executives
  • Real Estate Developers
  • Entrepreneurs
  • Business and Corporate Executives
  • Retirees
  • Young couples
  • Estate and Trust Litigation
  • Multigenerational Trusts