Estate Planning

Kelly Hart's Estate Planning and Probate attorneys utilize a variety of estate planning techniques to transfer a client's wealth during the client's lifetime or at death with the goal of minimizing the effect of the various transfer taxes (estate, gift and generation-skipping transfer taxes) applicable to individuals. When appropriate, we will seek private letter rulings from the Internal Revenue Service regarding the tax consequences of specific estate planning transactions. We strive to help each client achieve their objectives by using basic and sophisticated estate planning documents and techniques, which may include:

We sometimes utilize techniques that are designed to protect a client's wealth. Estate planning also involves planning for the management of a client's assets and personal care in the event of disability through the use of revocable trusts, financial medical powers of attorney, medical directives (also known as living wills) and guardian declarations.