Estate Planning, Probate and Trusts

Katz Herdman MacGillivray & Fullerton PC has experienced attorneys who provide legal representation in the areas of estate planning, probate and trust matters.

Our attorneys assist clients with the probate process and other succession methods to achieve an efficient means of estate planning, administration and transfer. We also counsel those seeking to understand or enforce their rights and obligations in probate-related and estate planning matters.

We take the time to understand each client’s individual circumstances so that we can deliver an estate plan that is specifically tailored to accomplish each client’s estate planning needs and goals. Our practice ranges from the traditional aspects of personal estate planning, such as simple wills, revocable trusts, irrevocable trusts and family business entities, to estate, trust and guardianship administration, including the representation of both fiduciaries and beneficiaries in contested probate and trust matters.

We also work cooperatively with other professionals in providing estate and trust administration services to our clients, including post-mortem tax planning, income, estate, gift and generation-skipping taxes, the methods and tax effects of charitable giving, the establishment and operation of private and publicly supported charitable organizations, and the evaluation of the taxable value of closely held businesses, real estate, artwork and other unique properties.