Practice AreaEstate Planning
With broad industry knowledge and experience in a variety of practice areas, we offer solutions that address each client's particular needs and objectives.
Moulton Bellingham's trusts and estates attorneys assist clients in many different aspects of estate and tax planning. The firm actively works with clients to develop estate and tax plans, which involves addressing estate, gift, income, and generation-skipping tax issues. The firm ensures that its planning is completely customized to address clients’ specific needs and goals. Our attorneys have extensive experience assisting clients in estate planning both during their lifetimes and thereafter.
The firm regularly engages in complex estate and tax planning matters, such as grantor retained income trusts, split interest charitable trusts, irrevocable insurance trusts, qualified domestic trusts, and family limited partnerships. We coordinate with other experienced professionals, including accountants, real estate professionals, and medical care professionals, to prepare and file gift tax returns, value assets, engage in audits, plan for transfer of assets, negotiate and implement premarital and postnuptual agreements, and address closely-held business interest asset transfer.
The firm's estate planning practice group is also experienced in assisting with handling matters related to physical or mental disability, including establishing living trusts, living wills, and powers of attorney.