Estate Planning & Administration

Estate Planning & Administration

Estate planning is an important part of preparing for the future. At Lipsey, Morrison, Waller, & Lipsey, P.C., our attorneys have the experience to help clarify and achieve your estate planning goals. Whether your needs are relatively simple or complex, we can work with you to prepare an appropriate estate plan that addresses your needs during your lifetime, while ultimately protecting your assets and passing property to family members, charities, or your other intended beneficiaries. All planning should be done with an awareness of applicable income, gift, estate and inheritance taxes and other transfer costs. Our attorneys can help you design a plan that offers peace of mind to you and your family and creates tax efficiencies within the estate.

Some of the most common tools used in estate planning include wills, living wills, revocable and irrevocable trusts, advanced directives, durable powers of attorney for financial affairs and health care, prenuptial agreements, insurance planning, conservatorships and guardianships.

If you have recently lost a loved one and need help navigating the estate or trust administration process, we have experience representing personal representatives and administrators, trustees and beneficiaries and can help guide you through the process.

Our attorneys who practice in this area:
Maurice W. Gerard
S. David Lipsey