Estate Planning and Administration

The Estate Planning Group of Barrett McNagny offers clients comprehensive estate planning and administration services. Through personal attention and established relationships, our attorneys can provide clients with professional and efficient services enabling the client to accumulate wealth and plan for its orderly and tax-efficient transfer.

The attorneys of the Estate Planning Group work closely with a client to determine the client's objectives and individual desires regarding the transfer of their assets and assist in implementing the best plans to realize those goals. To minimize the client's estate tax liability and transfer the client's accumulated wealth to beneficiaries the client has selected in a manner that the client desires, the Estate Planning Group uses sophisticated tax planning techniques.

Our Estate Planning Experience Includes:

• Estate taxes, death taxes, and gift taxes
• Credit shelter trusts
• Grantor retained annuity trusts
• Irrevocable life insurance trusts
• Qualified personal residence trusts
• Family limited partnerships 

To achieve these objectives, our attorneys work closely with the client's professional advisors, financial consultants, accountants, and insurance providers.

The Estate Planning Group also provides valuable services in the administration of decedents' estates. Our attorneys frequently assist individuals and entities in the administration of their duties as personal representatives or trustees, including providing advice regarding complex tax elections and preparing federal estate tax returns and fiduciary income tax.

Fiduciary Services

The attorneys of the Estate Planning Group provide valuable advisory services to bank trust departments and trust companies regarding a trustee's fiduciary duties. These services include interpretation of complex trust agreements and legal opinions regarding the permitted distributions.

Charitable Giving

Charitable giving can be an immensely useful tool in the area of estate planning. The attorneys of the Estate Planning Group offer experience in the field of charitable giving and assist clients in fulfilling their charitable objectives through the use of a variety of techniques including charitable remainder trusts, charitable lead trusts, and private foundations.

Contact Our Team

Contact a member of our Estate Planning team by clicking on their picture below. The Estate Planning Group offers a variety of options for our clients to meet to discuss their estate plans, including in-office meetings, video conferencing via Zoom or Teams, and telephone conferences.