Estate and Trust Planning

Blackburn, Maloney and Schuppert offers sophisticated, complete estate and trust planning that takes into account the goals of the family or business, federal and state tax laws, and the specific needs of the client. The firm’s attorneys represent individuals, business owners, family-owned businesses, corporations, limited liability entities, and limited partnerships, among others.

The firm’s estate and trust planning services are closely tied to the firm’s expertise in tax law. The attorneys work personally with each client to determine the best course of action to minimize the client’s federal and state gift and estate tax liabilities during the movement of resources from generation to generation, prepare for the transition of a business from one owner to the next, and provide means for education, as well as other business and family goals. Additionally, the attorneys assist clients with planning for circumstances that can affect their business or family, including the death of a business owner or family member, or the sale of a business.

In addition to planning for the future of a business or family in the event of a death, the attorneys of Blackburn, Maloney and Schuppert also assist clients with their goals for retirement through comprehensive IRA planning and a survey of the client’s assets. In some cases, the attorneys help clients with wealth management issues, working with investment companies and financial advisors. The firm also assists clients with the establishment of trusts and foundations, as well as the designation of guardianships and conservatorships.