Graham & Dunn's Estate Planning team provides broad and comprehensive services involving all aspects of the transfer and administration of family assets to the next generation. We achieve optimum results for our clients by carefully blending legal and tax expertise with each client's personal philosophy and family goals. SUCCESSION AND ESTATE PLANNING
- Wills
- Trusts
- Durable powers of attorney for financial and medical decision making
- Retirement assets
- Charitable gift planning
- Lifetime gifts and generation-skipping transfers
- Charitable foundation formation and ongoing operations
- Limited liability company and limited partnership agreements
- Shareholder agreements
- Family-owned business succession planning
- Estate planning for unmarried couples
- Prenuptial and postnuptial agreements
- Probate
- Preparation of estate tax returns
- Advising fiduciaries (corporate and individual) on the tax elections available to conserve wealth and expedite the transfer of assets to beneficiaries
- Asset valuation
- Reorganization and sale of business assets
- Post-mortem income tax planning, including timing of distributions from qualified employee plans
- Marital deduction analysis
- Estate tax IRS examinations
- Controversies among beneficiaries
- Resolving environmental liability issues affecting decedents' estates, while minimizing liability risks to fiduciaries and beneficiaries
- Tax-exempt organizations