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Estate Planning & Administration
At WILLIAMS BARRETT & WILKOWSKI, our qualified team of attorneys, paralegals and support staff, are experienced and ready to assist you in your estate planning and administration needs. We recognize that each client has unique needs, circumstances and goals, and that serving you well means more than simply putting your name into a form.
When your personal wealth is at stake, your decision to plan for the inevitable means more than just saving taxes. While the importance of taking advantage of tax and asset saving strategies through proper estate and business succession planning cannot be overstated, we are sensitive to the personal issues involved in such planning, as well as to the legal issues.
To accomplish a client’s wishes, while retaining the utmost flexibility, we prepare wills, revocable and irrevocable, living and testamentary trusts, durable powers of attorney, appointments of healthcare representatives, living wills and special needs trusts. We also represent family members during the initiation and administration of guardianship proceedings.
There is a common misconception that only the wealthy need a will. Considering today’s complex relationships and blended families, a will is a way to avoid expensive litigation and to ensure that your wishes are carried out with respect to your assets. Estate and business planning is a relatively small investment considering the incredible benefit to your heirs and successors.
We also assist in lifetime planning, such as prenuptial agreements, gifting programs, charitable gifting strategies and programs to preserve family wealth, such as family limited partnerships and limited liability companies, while giving consideration to income, gift, estate and generation-skipping transfer taxes. We are willing to work with your accountants, financial planners and insurance agents to accomplish your goals. Working with our Business Services group, we advise owners of closely-held business with respect to buy-sell arrangements, corporate restructuring and other planning to achieve a reduction or deferral of estate taxes and to preserve the ability to transfer businesses to intended heirs with minimal disruption of business operations.
We advise corporate and individual personal representatives of decedents’ estates, guardians and Trustees on how to administer estates, guardianships and trusts. We analyze estates for post-mortem income and estate tax planning opportunities. We know that you do not need added stress of dealing with complex legal issues after the death of a loved one. We can help to alleviate some of the stress you are feeling by taking control of the legal and financial matters involved in this situation.
Finally, we work with our Litigation group to address and resolve contested probate or estate administration matters, including will contests, disputed claims, accountings and other issues that may arise in connection with the settlement of an estate.
When your personal wealth is at stake, your decision to plan for the inevitable means more than just saving taxes. While the importance of taking advantage of tax and asset saving strategies through proper estate and business succession planning cannot be overstated, we are sensitive to the personal issues involved in such planning, as well as to the legal issues.
To accomplish a client’s wishes, while retaining the utmost flexibility, we prepare wills, revocable and irrevocable, living and testamentary trusts, durable powers of attorney, appointments of healthcare representatives, living wills and special needs trusts. We also represent family members during the initiation and administration of guardianship proceedings.
There is a common misconception that only the wealthy need a will. Considering today’s complex relationships and blended families, a will is a way to avoid expensive litigation and to ensure that your wishes are carried out with respect to your assets. Estate and business planning is a relatively small investment considering the incredible benefit to your heirs and successors.
We also assist in lifetime planning, such as prenuptial agreements, gifting programs, charitable gifting strategies and programs to preserve family wealth, such as family limited partnerships and limited liability companies, while giving consideration to income, gift, estate and generation-skipping transfer taxes. We are willing to work with your accountants, financial planners and insurance agents to accomplish your goals. Working with our Business Services group, we advise owners of closely-held business with respect to buy-sell arrangements, corporate restructuring and other planning to achieve a reduction or deferral of estate taxes and to preserve the ability to transfer businesses to intended heirs with minimal disruption of business operations.
We advise corporate and individual personal representatives of decedents’ estates, guardians and Trustees on how to administer estates, guardianships and trusts. We analyze estates for post-mortem income and estate tax planning opportunities. We know that you do not need added stress of dealing with complex legal issues after the death of a loved one. We can help to alleviate some of the stress you are feeling by taking control of the legal and financial matters involved in this situation.
Finally, we work with our Litigation group to address and resolve contested probate or estate administration matters, including will contests, disputed claims, accountings and other issues that may arise in connection with the settlement of an estate.
Legal Representation
- Commence probate proceedings in Indiana
- Provide advice regarding accounting for property interests as assets of the estate for purposes of taxation and valuation of such assets
- Evaluate the cash needs of the estate for payment of claims and disposition and distribution of assets
- Facilitate the prompt partial or final distribution of assets from the estate
