Estate Planning and Administration Practice: Estate Planning

Estate Planning & Administration

Estate Planning Practice Areas

Asset Protection Planning
Charitable Giving
Coordination with Financial Advisers
Disability Planning
Estate Planning
Fiduciary Administration

Estate Planning

ZS&R provides comprehensive services in helping its clients plan for the transmission of their wealth during lifetime and at death through wills, lifetime trusts, life insurance trusts, lifetime gifts, and other arrangements. For many clients, tax considerations are paramount, and ZS&R attorneys assist in devising plans that minimize applicable wealth-transfer taxes. At the same time, however, ZS&R attorneys structure clients' estate plans to reflect their intensely personal wishes on non-tax matters such as custody of minor children, management of assets for minors or incompetent beneficiaries, special provisions for certain relatives, and the preference of non-family members over relatives.