Most people, regardless of the extent of their assets, are concerned with developing a plan that will transfer their property at death. In fact, the development of such a plan is crucial to most families’ long-term financial security.
Our clients come to us for the full spectrum of trust and estate issues including (i) the preparation of estate planning documents including: wills, trusts, durable powers of attorney, advance health care directives; (ii) sophisticated estate and gift planning strategies including: family limited partnerships, charitable lead and charitable remainder trusts, life insurance trusts, grantor retained annuity and unitrusts, qualified personal residence trusts and sales to intentionally defective grantor trusts; (iii) business succession planning; (iv) tax planning, including charitable giving and tax-exempt organizations; (v) administration of decedents’ trusts and estates, including advising executors, personal representatives, and trustees, and by serving in those capacities directly; and (vi) probate litigation.
Our attorneys are skilled at working with individuals and families to deliver a high level of service and expertise in a cost-effective manner. Where appropriate, we also work with lawyers from other practice areas within the firm when their expertise is relevant. Some frequent examples of this involve work with the corporate and business group in business succession matters, and co-counseling in contested probate matters with members of our litigation group. When you engage Dubyak Connick Sammon Thompson & Bloom for trust and estate services, you can be assured that the full resources of the firm will be available to provide whatever assistance is needed with respect to your legal matter.
If you would like additional information regarding the legal services provided by the Estate Planning Group attorneys at Dubyak Connick Sammon Thompson & Bloom, please contact Doug Nelson at 216-364-0511 or at dnelson@dctblaw.com.
