Personal Services

Estate Planning & Administration

Estate Planning and Administration

The estate planning attorneys of Lewis Wagner help individuals and families navigate the complex task of providing for their loved ones through legally sound and cost-efficient estate plans and tax planning. An estate plan is the best way to give instructions regarding your healthcare decisions and the distribution of your property, while easing the burden and stress on your loved ones after you become incapacitated or die.

Whether you are looking for a simple will to express your final wishes or sophisticated strategies for multigenerational wealth planning, minimizing estate taxes, or charitable giving, we will help you develop a plan to fit your unique needs. Some examples of planning techniques we use include:

  • Wills
  • Revocable living trusts
  • Advance healthcare directives
  • Durable financial powers of attorney
  • Guardianships
  • Premarital agreements
  • Business succession planning
  • Special needs trusts
  • Spousal lifetime access trusts (SLAT)
  • Irrevocable Life Insurance Trusts (ILIT)
  • Charitable lead or remainder annuity trusts (CLAT or CRAT)
  • Grantor retained annuity trusts (GRAT)
  • Qualified personal residence trusts (QPRT)
  • Gift tax planning

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