Estate Planning and Probate

Estate planning requires a careful blend of sensitivity to personal goals, tax advice, practical solutions, financial awareness, creditor laws, and other legal issues. Korn & Zehmer attorneys carefully observe and balance these considerations in recommending and implementing estate plans for clients. The firm has expertise in the preparation of complex wills, trusts and related documents, and the analysis of the attendant income, gift, estate and generation-skipping tax considerations. The firm’s expertise in real estate and business matters often plays a critical role in developing realistic plans and ideas which take into account factors not commonly associated with traditional estate planning. In the international arena, the firm’s attorneys have advised non-U.S. citizens with respect to application of U.S. and foreign tax laws, including international tax treaties. Korn & Zehmer also represents clients with respect to the management and administration of trusts and estates, and the fiduciary duties of trustees and personal representatives. Members of the firm are well versed in the many issues which can arise in the course of administering a trust or probate action, including tax elections and post-mortem tax planning.

Disclaimer: This website provides general information only and does not constitute legal advice. The information is not provided in the course of an attorney-client relationship and is not intended to substitute for legal advice from an attorney. The hiring of a lawyer is an important decision that should not be based solely upon advertisements. We ask that you do not send confidential information or requests for legal advice via e-mail.