When you hear “estate planning” you probably think it's only necessary for the uber wealthy. This is a very common misconception.
Estate planning ensures your assets are protected and utilized appropriately for your family’s future.
An estate plan secures strategic counsel for disability and retirement, special needs, wealth preservation and beneficiary planning and protection, among many other benefits.
Everyone needs some form of estate plan in place.
Free ConsultationMinimize taxes, legal fees and court costs with an estate plan.
Ensure support and financial stability is provided for your spouse, loved ones and/or heirs.
Passing on wealth properly can ensure generations of wealth for ongoing generations and create shelter strategies.
Whether counseling individuals or corporate fiduciaries, our attorneys are sensitive to the personal nature of estate and tax planning, estate and trust administration, and litigation, and are committed to addressing the unique concerns of each and every one of our clients. We also offer extensive experience in structuring and counseling charitable foundations on tax and corporate issues.
Our trusts and estates attorneys assist clients in developing estate plans, often focusing on complex estate, gift, income, and generation-skipping tax issues. We customize our planning to address our clients’ specific needs and goals. Our attorneys are regularly involved in complex estate and tax planning matters that require the use of techniques such as split interest charitable trusts, grantor retained income trusts and unitrusts, irrevocable insurance trusts, “dynasty trusts,” qualified domestic trusts, and family limited partnerships.
The Schroeder Group counsels both corporate and individual executors, personal representatives, trustees, and other fiduciaries in connection with the administration of probate estates and trusts. Our attorneys handle a wide range of issues, including representation in state and federal court proceedings; assistance with accounting and bookkeeping functions; and analysis of complex income, estate, inheritance, and generation-skipping tax issues. We have extensive experience preparing federal and state estate, inheritance, and generation-skipping tax returns for fiduciaries, and representing the fiduciaries in tax audits and controversies.