Estate and Trust Law
At Frederic Dorwart, Lawyers PLLC, our Estate and Trust Practice is dedicated to developing and implementing comprehensive, tax-sensitive estate plans built around the goals of each of our clients. We work closely with our clients to draft the full range of wills, trusts, and related documents in accordance with their wishes. Our firm also executes wills and advises heirs concerning all aspects of estate and trust law. When trust and estate disputes and will contests arise, we represent the interests of beneficiaries and work to resolve the issues favorably both in and out of the courtroom.
In structuring an estate, one of the major concerns is tax liability. Between federal and state inheritance, gift and estate taxes, as well as the federal generation-skipping transfer tax, high net worth individuals must plan their estates carefully to avoid having upwards of 50% of their wealth taken by the government. Our Estate and Trust practice helps minimize the impact of these taxes on estates by providing advice about valuation of estate assets, the timing of estate distributions, and transfers of assets to friends and relatives during lifetime and after. In addition, we advise our clients about reducing their tax liabilities and meeting their personal goals through transfers to tax-exempt organizations, including the creation of charitable trusts and private foundations.
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