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Trusts and Estates

The Trust and Estate Practice Group is dedicated to providing solutions to a wide variety of complex and routine estate planning, estate and trust administration and elder law concerns. We are proud to represent a wide spectrum of clients with various needs in the trusts and estates area, including:

• The couple concerned with naming a guardian who will best take care of their children and protecting life insurance, retirement plans and other assets in trust for their children until they reach certain ages.
• The retired couple with substantial assets seeking to minimize estate, gift and income taxes.
• The person concerned with protecting assets from being exhausted to pay long term care costs.
• The business owner or professional seeking liability protection and realization of value for the business or practice upon death or disability.
• The person with loved ones unable to manage assets.
• The person with the desire to benefit charitable organizations in a way that provides maximum benefit to the charity and other beneficiaries.
• The person who is concerned about the potential for costly and time consuming disputes among family members and other beneficiaries and wishes to establish a structure to eliminate or minimize the risk.
• The person who is a non-U.S. citizen or whose spouse is a non-U.S. citizen and who may have assets in various states or countries.

The attorneys at Lacy Katzen LLP assist clients at all steps of the process, from the planning stage before death or disability occurs, all the way through managing assets in the event of disability, to handling disputes that arise, and to administering the estate or trust upon death or other event.

Primary Contact Attorneys:
David E. Anderson - Chairperson
Karen Schaefer Best Lawyers in America, Super Lawyers
Terrance W. Emmens
Lawrence J. Schwind
Joanne Constantino
Christopher B. Mumford
Craig R. Welch Super Lawyers
Lisa Arrington
Timothy C. Muck