Estate Planning & Administration of Estates & Trusts

ESTATE PLANNING ATTORNEY SERVICES TO PROTECT WHAT MATTERS MOST.

No matter your situation or net worth, the estate planning attorneys at Fitzpatrick Lentz & Bubba can help you protect the people and things that matter most to you.

At FLB, our Estate Planning and Administration Team assists individuals with estate planning matters and strategies, and advises executors and trustees on the administration of estates and trusts.

We understand that an estate plan is more than a will; it is a holistic solution to help provide for your loved ones. We work with you to ensure unparalleled security and peace of mind for you and those closest to you.

With decades of experience helping individuals like you plan their estates, we are dedicated to excellence, personal service and responsiveness throughout the estate planning process.

OUR SERVICE AREAS

  • The preparation of wills and trusts (including revocable “living” trusts to avoid or reduce probate costs, and irrevocable life insurance trusts)
  • Crafting durable powers of attorney, health care powers of attorney and living wills, and, more generally, providing elder law advice
  • Counseling on taxation (federal and state death and income taxes), including post-death tax planning for estates and trusts
  • Business succession planning, including Buy-Sell Agreements
  • The implementation of sophisticated estate planning techniques, including Family Limited Partnerships or LLC’s, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts and Intentionally Defective Grantor Trusts
  • Special needs planning for families with challenged loved ones, including the preparation of special needs trusts
  • Assisting executors and trustees with administration, whether simple or complicated
  • Modifying trusts, where appropriate, under the Uniform Trust Act, including post-death modifications to reduce applicable taxes

OUR Estate Planning & Administration of Estates & Trusts ATTORNEYS

Contact Our Team

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