The Gordon Davis Johnson and Shane P.C. (the Firm) Estate Planning and Probate Law Section has extensive and diverse experience that lends itself to providing clients with a broad spectrum of efficient and sophisticated services including wealth transfer, asset protections, domestic and international tax, succession, and estate and trust administration.
As part of The Firm’s mission to provide clients with the highest level of excellence in service, the Estate Planning and Probate Law Section attorneys work closely with Litigation Section attorneys to provide specialized litigation; with our Business and Corporate Section attorneys to provide business and succession planning; and with our Tax Section attorneys to provide services in connection with the disputed income, gift and estate tax matters. Our understanding of the complex and dynamic tax laws, along with the current challenges faced by our clients, allows us to identify and understand planning options so they can effectively maintain and pass on wealth.
The Estate Planning and Probate Section’s practice areas are outlined below:
The Section attorneys assist clients in preparing wills and trusts to ensure a secure transfer of wealth and assets, along with a plan for succession. Section attorneys are skilled and knowledgeable in matters ranging in complexity and can provide advice regarding disability planning and living trusts in addition to charitable giving techniques.
The Section attorneys assist individuals who are appointed as independent executors, and independent and dependent administrators for decedent’s estates. Additionally, Section attorneys can provide ancillary probate administration services.
Through the administration of trusts, Section attorneys advise on trust funding methods with regard to tax planning. Section attorneys also represent fiduciaries and beneficiaries in contested trust administration.
Litigation involving contested wills is managed by the Section. Section attorneys also manage the suits regarding the construction, modification and termination of wills and trusts.