Estate Planning and Administration
Careful estate planning during one's lifetime benefits individuals and families regardless of their financial situation. Our attorneys work with clients to ensure that a client's individual goals and wishes are met while attempting to minimize the burden of estate and transfer taxes. In addition, the expense and delays often associated with probate proceedings are often avoided by effective estate planning during one's lifetime.
Furthermore, when the assets of an individual include a family business, our lawyers prepare estate plans which effectively clarify succession issues and help avoid disruptions in the operations of the business upon a business owner's death.
When a probate estate is required, our lawyers assist executors and family members to effectively and efficiently administer a probate estate. Our attorneys handle all aspects of estate administration including the preparation and filing of all required court documents and estate tax returns.
We provide legal advice to individuals and families in matters concerning:
Estate planning, including the preparation of wills, various types of trusts and durable powers for health care and property
Asset protection planning
The attorneys at Mandel, Lipton, Roseborough and Sharma, Ltd. have a thorough understanding and extensive experience in taxation, financial, and business transition matters. They use this capability to craft estate plans which minimize taxation and provide for an orderly conveyance of estate assets.To speak with an attorney at Mandel, Lipton, Roseborough and Sharma, Ltd. regarding your situation, call 312-236-7080 or contact us online.