Services: Estate Planning and Administration

Fizer Beck provides a full range of estate planning and probate administration services. We educate clients about estate planning, and help them formulate plans to achieve their objectives with minimum tax liability. In our estate planning practice, we advise individuals and prepare all types of instruments effecting lifetime giving and testamentary dispositions. The firm has extensive experience in estate planning for owners of closely-held businesses. Here, our estate planners work with our business attorneys in overseeing corporate planning and administration, coordinating employee benefits with estate plans, designing stock purchase arrangements, and structuring intra-family arrangements for estate-planning purposes. We are also heavily involved in the utilization and coordination of life insurance in the estate plan.

In our estate administration and probate practice, we represent executors, trustees, heirs and beneficiaries in matters involving probate, estates and trusts. We prepare probate documents and provide post-mortem income and estate tax planning. We prepare and assist in the preparation of federal estate and gift tax returns and state inheritance tax returns. We also represent clients in controversies involving such returns. In addition, we assist many clients in reforming or modifying existing trust documents. Our practice in this area includes:

• Personal estate tax planning and advice
• Wills and trusts, including living trusts
• Gift trusts
• Life insurance trusts
• Grantor retained annuity trusts
• Qualified personal residence trusts
• Judicial modification of trusts
• Family limited partnerships
• Offshore asset protection planning
• Planning for disability and incapacity
• Probate and estate administration
• Estate tax returns
• Inheritance tax returns
• Post-mortem estate and tax planning
• IRS and related controversies

Our Services:

Business Organizations

Tax-Exempt Organizations and Charitable Planning

Real Estate