Estate Planning, Post Death and Probate Administration, and Guardianship

The Rossway Moore Taylor & Swan 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 trusts, 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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Point of Contact Attorneys:

John E. Moore, III |  Patrick A. Farrah |  Michael J. Swan |  Thomas W. Tierney