Trusts and Estates
Estate Planning
Plageman & Lund has a sophisticated
estate planning practice. We help our clients
develop thoughtful, comprehensive and effective
estate plans. Our expertise includes the
following estate planning strategies:
- Wills and Living Trusts
- Irrevocable Life Insurance Trusts
- Charitable Giving
- Family Limited Partnerships and Limited
Liability Companies
- Qualified Personal Residence Trusts and
Grantor Retained Annuity Trusts
- Sales to Irrevocable Grantor Trusts
- Planning for Non-Citizen Spouses
- Post-Mortem Planning
- Prenuptial Agreements and Domestic Partner
Agreements
- Generation-Skipping Transfer Tax Planning
Estate and Trust Administration Plageman &
Lund has handled the administration
of many trusts and estates. Our experience
includes:
- Gift and Estate Tax Return Preparation
- Probate
- Guardianship and Conservatorship
- Post-Mortem Sub-Trust Funding
Estate and Trust Litigation Our
attorneys have represented many individuals and
institutions in contested trust and estate matters
including the following kinds of disputes:
- Construction of wills and trusts
- Characterization of property as separate
or community
- Trustee fees
- Propriety of Investments
- Trustee Surcharge Actions
Trusts & Estates
Representative Transactions
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© 2005-2011 Plageman, Lund & Cannon LLP. All rights reserved.
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