Estate Planning and Administration

Williams, Turner & Holmes, P.C. has a long history of helping clients plan their estates, anticipate incapacity, and handle the affairs of a family member or loved one who has died.

Estate Planning and Wills and Trusts
Whether a client needs a basic will or a more complex estate plan to address special assets or plan for estate taxes, our attorneys strive to craft a plan to meet the client’s goals. A complete estate plan requires consideration of the client’s assets, preparation of a will or trust, and coordination of beneficiary designations for life insurance policies and retirement plans. Other tasks may include property transfers, planning for business succession, lifetime gifts, and use of irrevocable trusts. A working knowledge of state law regarding wills, trusts, and probate, and of the the complex tax laws governing these issues enables our lawyers to integrate income, estate and gift tax planning.

Powers of Attorney
Clients must plan for incapacity as well as death. Our attorneys emphasize the appropriate use of durable powers of attorney for both financial affairs and medical decision making.

Estate and Trust Administration
When a death occurs, family members need assistance with the administration of the estate or trust. At this difficult time, our attorneys assist family members with the probate process or administration of a trust, the collection and valuation of assets, notice to creditors and handling of claims, proper distribution of assets, and other tasks required of the personal representative or trustee. 

Susan M. Corle and Kirsten M. Kurath focuses on estate planning and administration. 

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