Trusts and Estates

Overview

Orr & Reno has a long tradition of providing sophisticated estate, trust, and succession planning, and of administering estates and trusts.

Our planning services are designed to preserve wealth, avoid or minimize probate, plan for the succession of business interests, provide strategic charitable gift planning, and address lifetime and end-of-life issues. We assist clients in establishing, administering and settling trusts and estates in a timely manner while preserving and respecting family relationships.

Practice Focus

Trust and estate planning services

• Wills
• Revocable Trusts
• Irrevocable Trusts
• Transfers of Assets to Avoid Probate
• Federal Gift, Estate and Generation-Skipping Transfer Tax Considerations
• Wealth Transmission and Lifetime Gifting
• Business Succession
• Disclaimers
• Asset Protection Trusts
• Prenuptial Agreements
• Special Needs Trusts
• Insurance Trusts
• Charitable Trusts
• Grantor Retained Annuity Trusts
• Qualified Personal Residence Trusts
• Preserving Family Real Estate through Dynastic Trusts
• Advance Directives
• Durable Powers of Attorney
• Trust Funding

Estate and trust administration services

• Asset gathering and valuation
• Appointment of executors and trustees
• Managing estates and trusts
• Accountings
• Fiduciary notices
• Probate process management and guidance
• Removal or replacement of trustees
• Disposition of jointly-held assets, life insurance and retirement benefits passing outside a will or trust
• Post-mortem tax planning
• Non-Judicial Settlement Agreements
• Assistance with federal estate, gift and generation-skipping transfer tax returns
• Assistance with federal income tax returns for estates and trusts, and state returns
• Resolving tax matters, including audits
• Handling guardianship matters
• Representing parties in will or trust matters, including contests

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