Estate Planning, Trust and Probate

The attorneys in Mount & Stoelker’s Estate Planning, Trust and Probate Group use sophisticated strategies to assist our clients in achieving their estate planning objectives. We take into consideration each client’s individual circumstances, listen carefully to the client’s goals and objectives, and prepare customized estate plans to achieve the client’s goals and objectives while minimizing the impact of estate, gift, income and generation-skipping taxes.

Our work reflects a sophisticated understanding of estate tax, gift tax, generation-skipping tax, and income tax considerations, and the complementary understanding that tax considerations are only one factor to consider in developing an estate plan that best meets the overall family and social goals of each client. Services include:

• Basic estate planning, including Revocable Living Trusts, Wills, and Durable Powers of Attorney for Health Care and for Financial Matters
• Advanced estate planning, including Family Limited Partnerships, Family Limited Liability Companies, Irrevocable Children’s Trusts, Grantor Retained Annuity Trusts, Dynasty Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts and Private Family Foundations
• Business, investment, and creditor protection planning through formation of Corporations, Limited Liability Companies and Limited Partnerships