Estate Planning and Probate
Estate planning or administration can be daunting for individuals and closely held businesses. Clausen Miller P.C. attorneys provide counsel that assures an estate plan will achieve the client’s goals for himself, the family, and other beneficiaries. CM also advises on matters including probate estates and guardianship estates for minors.
In particular, our estate planning attorneys help minimize income, gift, estate planning and generation-skipping tax consequences, utilizing alternatives such as testamentary and inter vivos credit shelter and marital trusts, revocable and irrevocable trusts, GRATS, GRUTS, and family partnerships.
CM attorneys also provide representation and assistance in the actual administration of the estate or trust, including postmortem tax and economic planning, and preparation of estate and inheritance tax returns. Clients include corporate and individual executors, personal representatives, trustees, and other fiduciaries in connection with administration of probate estates and trusts.
