Estate Planning and Estate Administration

The DiLeone Law Group, P.C. provides simple as well as sophisticated and proactive estate, tax and charitable planning for our clients by implementing creative solutions for issues regarding estate planning, tax planning, charitable planning, asset protection planning, and estate administration.  A wide variety of clients, from those with simple estate planning issues to high net-worth individuals and families have trusted our firm to assist them with their estate planning matters.  These strategies and solutions are developed in partnership with our clients who play an active role in this process.

We listen to our clients’ issues and concerns, address our clients’ needs, and advise our clients on how to achieve their goals through a variety of instruments, such as:

  • Wills
  • Powers of Attorney
  • Health Care Powers of Attorney, Living Wills and HIPAA Authorizations
  • Asset and Creditor Protection
  • Revocable or “Living” Trusts
  • Irrevocable Trusts, Including Life Insurance Trusts, Grantor Trusts, Dynasty Trusts and Trusts Funded with Closely Held Business Interests
  • Charitable Remainder Trusts and Charitable Lead Trusts
  • Tax Planning to Minimize Estate, Generation-skipping and Gift Taxes
  • Charitable Planning to Maximize the Benefit and Impact of Charitable Donations
  • Life Insurance Planning, Icluding Pemium Fnance Tansactions
  • International Etate Planning
  • Probate of Wills
  • Administration of Trusts and Testate and Intestate Estates
  • Distribution of Assets to Trust and Estate Beneficiaries
  • Disclaimers
  • Post-Death Tax and Business Planning
  • Funding Trusts, Including Formula Marital Deduction and GST Allocation Provisions
  • Fiduciary Litigation Involving Disputes Among Beneficiaries and Fiduciaries of Estates and Trusts
  • GST Tax Allocations
  • Preparation of Trust and Estate Income Tax Returns
  • Preparation of Estate Tax Returns
  • Preparation of Family Settlement Agreements

 

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