Estate Planning & Administration

Williams & Nichols, P.A. stresses the importance of sound legal advice in all aspects of estate planning. Through diversity of training and experience, we have developed sophisticated and innovative estate planning techniques designed to address the complex issues presented by the wealth transfer tax system, including estate, gift and generation-skipping transfer taxes. In the design of each plan, consideration is given to the individual client’s personal, family and financial needs and objectives.

Our range of services include:

  • Gift planning
  • Drafting Wills and lifetime and testamentary trusts
  • Drafting Advance Health Care Directives and Powers of Attorney
  • Planning for families with members having special needs
  • Creating guardianships and conservatorships
  • Asset protection and retirement planning
  • Drafting marital property agreements
  • Forming of charitable foundations
  • Creating charitable split interest trusts such as Charitable Lead Trusts and Charitable Remainder Trusts
  • Forming family limited partnerships, limited liability companies and other entities
  • Business succession planning for closely-held businesses and professionals
  • Estate administration (domiciliary and ancillary)
  • Post-mortem planning
  • Representing individual and corporate fiduciaries
  • Estate, gift and trust and estate income tax controversies with IRS and state tax authorities
  • Estate and trust litigation including Will contests and administration disputes

Developing a comprehensive and effective estate plan, as well as providing efficient advice in estate and trust administration, often involves various disciplines in addition to legal expertise. Our attorneys maintain close working relationships with accountants, insurance agents, trust officers, valuation experts, and other essential professionals. Efficiency and experience are the cornerstones of our estate planning and administration practice, providing our clients with a cohesive network of competent professionals.