ESTATE PLANNING, TRUSTS AND ESTATES LEGAL SERVICES

We have extensive experience in all aspects of estate planning and the administration of trusts and estates.

  • We represent executors, administrators, trustees and beneficiaries in probate and estate & trust administration.

  • We represent individuals and families clients from a variety of backgrounds, ranging from successful entrepreneurs, executives, professionals and beneficiaries of inheritances provided by past generations.

  • We counsel individuals and families throughout their lifetimes as their circumstances, wealth, and needs change.

Grund & Leavitt offers a broad scope of estate planning services, including assisting clients with:

  • Estate & Gift Tax Planning

  • Probate & Trust Administration

  • Business Succession Planning

  • Planning for Charitable Gifts and Philanthropy

  • Wills

  • Living Wills

  • Powers of Attorney for Health Care

  • Powers of Attorney for Property

  • Trusts of All Kinds, Including: Revocable Living Trusts, Marital Trusts, Bypass or Family Trusts, Trusts for Children & Grandchildren

  • Dynasty Trusts and Generation Skipping Tax Planning

  • Qualified Personal Residence Trusts

  • Irrevocable Life Insurance Trusts

  • Irrevocable Trusts

  • Grantor Retained Annuity Trusts

  • Charitable Remainder Trusts

  • Supplemental Needs Trusts for Disabled Beneficiaries

  • Probate Avoidance

  • Guardianship and Conservatorships

  • Marital Property Agreements

  • Prenuptial Agreements

  • Postnuptial Agreements

  • Limited Liability Companies

  • Family Limited Partnerships

  • Disclaimer Planning

  • Post-Death Planning