Estate Planning, Post-Death Administration, Mental Health and Guardianship
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Points of Contact:
John E. Moore, III, Partner
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Michael J. Swan, Of Counsel
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Louis J. Lupin, Senior Associate
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Shannon Banitt, Associate
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Rossway Moore & Taylor's estate planning attorneys and legal assistants work to build long term relationships with families and individuals as they manage and transfer wealth. The Firm's services include:

  • Preparation of Wills, Revocable Trusts and other documents related to the lifetime management of both wealth and person;
  • Post-death administration of estates and trust, including the preparation of relevant estate and gift tax returns;
  • Family wealth transfer planning, including advice on gifting programs to minimize the effect of federal wealth transfer taxation;
  • Business succession planning to ensure the continued operation of family business enterprises across generations;
  • Charitable institution planning and creation to facilitate the charitable endeavors of their clients and the community;
  • Commencement and ongoing representation of guardians and wards in guardianship, mental health and incapacity matters; and
  • Resolution of contested estate, trust and guardianship issues.