Wealth Management for Each Generation
The endeavor to protect wealth and pass it from generation to generation is increasingly a complex and multidimensional practice. The successful implementation of estate, trust, and business plans requires attorneys who have mastered a range of disciplines. McCormick Barstow’s Estate Planning and Administration of Trusts and Estates practice provides clients with the knowledge to succeed and the depth of experience necessary to implement all aspects of a client’s transaction.
McCormick Barstow’s estate and trust services include —
- Preparation of wills and trusts
- Administration of trusts and of testate and intestate estates
- Estate and gift tax planning
- Assistance in foundations and non-profit 501(c)(3)
- Estate and gift tax controversy resolution at all levels, from audit to appeals to litigation
- Charitable planning
- Income tax planning for trusts
- Representation of beneficiaries, fiduciaries, and creditors in probate and trust litigation
- Power of Attorney and Advanced Medical Directives
- Counsel to individual and institutional executors, trustees, guardians, and personal representatives
- Litigation support through expert witness engagements and other consultations with trial counsel
