Gesmer Updegrove LLP

Estate Planning

Plan Ahead

Gesmer Updegrove LLP estate planners take a comprehensive look at an individual's desires, position, and needs in tailoring a very specific plan for each client. Our close collaboration with the firm's Corporate Practice has instilled a high degree of sensitivity to both the issues and opportunities facing business owners and executives in our estate planners.

Beyond the Basics

In addition to drafting traditional wills and trusts, our estate planners are often engaged to establish a variety of leveraged gifting programs, charitable trusts, and private foundations; Our attorneys design and implement international estate plans that maximize the tax and non-tax benefits under both US and foreign law.

Protecting your Wealth

We create wealth preservation strategies, advise with respect to retirement plan assets and executive compensation, and create succession plans for closely-held businesses. In addition, the firm has expertise in handling estate and gift tax audit inquiries.

Settlement

Our attorneys are able to help assist you or your family distribute assets and handle probate and trust matters, to ensure that your wishes are carried out We will prepare the state and federal tax return filings and provide assistance to your executor every step of the way.

Contact

For more information on our Estate Planning Practice, please contact David Moran.