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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
- Resolution of contested estate, trust and guardianship issues
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