Estate Planning

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The estate and trust attorneys at Wyatt Early Harris Wheeler have many years of experience assisting clients with all of their estate and trust planning and administration needs.  

We assist clients with structuring their assets to provide for the most efficient transfer of those assets to family members during life or upon death, while taking into consideration the financial needs and tax circumstances of clients and their families.  Other considerations may include life insurance needs, charitable goals, asset protection, and special needs of family beneficiaries.  We can help our clients accomplish their goals and needs with thoughtful financial and tax analysis and through the use of a variety of legal instruments, including wills, testamentary trusts, revocable and irrevocable lifetime trusts, and durable financial powers of attorney.  We also routinely advise clients regarding health care needs in the event of incapacity, which often involves the preparation of health care powers of attorney and living wills.

In addition, Wyatt Early Harris Wheeler maintains an experienced team of estate and trust administration attorneys and staff devoted to providing estate and trust administration services that are vital to the efficient settlement of an estate and administration of trusts.  Our estate administration services include making all necessary probate filings with the appropriate courts, assisting with the collection, documentation, valuation and custody of estate assets, as well as the management, investment, and distribution of estate assets.  We also can provide post mortem tax planning and prepare federal and state fiduciary income, gift, estate, and generation-skipping transfer tax returns.    Our trust administration services include making any necessary court filings, assisting with the custody, management, investment and distribution of trust assets, and preparing federal and state fiduciary income tax returns.

Additionally, we have a seasoned team of attorneys and staff who can assist with all types of guardianship matters including establishing, administering, and/or terminating legal guardianships.