Estate Planning, Administration & Fiduciary Litigation
The Estate Planning, Administration & Fiduciary Litigation team at Lewis Wagner & Trimble provides comprehensive, full service support for individuals, families, fiduciaries, and advisors at every stage of the estate lifecycle.
Unlike firms that focus on only one part of the process, our attorneys plan, administer, and litigate estates—allowing us to anticipate issues before they arise and diligently protect our clients’ interests if disputes occur.
Estate Planning
We work closely with clients to create thoughtful, legally sound estate plans that reflect their values, protect their assets, and provide clarity for loved ones. Whether you need a straightforward will or advanced planning strategies for complex estates, our attorneys tailor each plan to your specific goals, family dynamics, and financial considerations.
Our estate planning services include:
- Wills
- Revocable living trusts
- Advance healthcare directives
- Durable financial powers of attorney
- Guardianship planning
- Premarital agreements
- Business succession planning
- Special needs trusts
- Spousal Lifetime Access Trusts (SLATs)
- Irrevocable Life Insurance Trusts (ILITs)
- Charitable Lead and Charitable Remainder Trusts (CLATs and CRATs)
- Grantor Retained Annuity Trusts (GRATs)
- Qualified Personal Residence Trusts (QPRTs)
- Gift and estate tax planning
