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Estates and Trusts

Attorneys in Jones Waldo’s Estate, Trust and After-Death Planning Group have experience in all aspects of estate planning. We are cognizant that estate planning needs range from basic estate plans to complex estate planning, tax and administration issues.

We assist clients with a variety of estate and post-mortem planning, including


  • Will drafting
  • Trust drafting
  • Powers of Attorney and Living Wills
  • Estate and Trust Litigation
  • Lifetime Gift Planning
  • Generation-Skipping Transfer Planning
  • Family Partnerships and Limited Liability Companies
  • Charitable Organizations
  • Probate of Estates
  • Trust and Estate Administration
  • Succession Planning for Closely-Held Businesses
  • Guardianship and Conservatorship Proceedings
  • Counseling of Institutional and Individual Fiduciaries regarding Rights and Responsibilities
  • Post-Mortem Tax Planning
  • Maximization of Wealth Transfers from Generation to Generation
  • Income, Gift and Estate Tax Return Preparation

Without estate planning, up to fifty percent of a person’s wealth may be lost to federal and state inheritance and estate taxes. In addition, with today’s frequently changing gift and estate tax laws, clients must respond with flexible and well-thought-out planning tools. Our attorneys are technically skilled, attentive to individual estate planning goals, and sensitive to family and personal issues.



Attorneys
Ronny L. Cutshall
Randall J Holmgren
Lucy B. Jenkins
James S. Judd
Russell S. Mitchell
Matthew L. Mitton