Trusts and Estates

GluckWalrath knows that helping clients plan for their families’ future is one of the most important assignments an attorney can perform. Accordingly, the team works closely with clients to ensure the appropriate transfer of assets and estate planning needs. GluckWalrath provides comprehensive trust and estate services to individuals, families, independent professionals and corporate fiduciaries. Estate planning clients include individuals of inherited wealth, entrepreneurs, corporate executives, closely-held business owners, retired persons, widows and philanthropists. In addition, the practice is focused on open communication among family generations in order to avoid the pitfalls and expense which can result from probate litigation. The attorneys work diligently with families to explore non-litigation alternatives to conflict resolution. This can include mediation or arbitration. However should litigation be unavoidable, GluckWalrath provides the guidance and expertise in order to handle the matter with an approach that’s effective.

The Trusts and Estates Practice involve the following elements:

  • Asset Distribution Issues
  • Closely Held Businesses
  • Conservatorship/Guardianships
  • Corporate Dissolutions
  • Estate and Gift Taxation
  • Estate Plans
  • Executive Compensation
  • Family Business Succession Planning
  • Family Limited Partnerships
  • Generation Skipping Transfers
  • Gifting Programs
  • Marital Issues and Agreements
  • Pension and Retirement Planning
  • Private Charitable Foundations
  • Probate and Trust Administration
  • Will and Trust Contests

GluckWalrath also provides assistance to clients with long term medical care issues and potential disability.