Battle Winslow’s estate planning practice offers comprehensive service to provide estate plans designed to meet the specific needs of each client. The estate planning services include the preparation of wills, trusts, durable powers of attorney, health care powers of attorney, living wills, life insurance trusts, generation-skipping trusts and formation of family limited partnerships. We assist individuals in designing estate plans that will ensure the appropriate dispositions of their assets and the orderly and cost-effective administration of their estates. Our attorneys regularly advise clients on estate planning methods that aim to reduce estate, gift, and generation-skipping transfer taxes. Also, we assist clients with succession planning for the transition of family-owned businesses from older to younger generations.
In addition, our firm has an active probate practice in administering estates and in establishing and maintaining trusts. We counsel executors, administrators and trustees in carrying out their fiduciary duties. Our services include preparing and filing documents and accountings; ascertaining valid debts of an estate; and collecting and distributing assets to the proper beneficiaries.