Applying the most sophisticated wealth strategies, the Trusts and Estates practice group at Cline Williams is able to individually tailor our services to each client's short and long-term goals, personal preferences and vision for the future. Our clients represent entrepreneurs, professionals and many of the state's civic and business leaders.  We have extensive experience and an in-depth working knowledge of applicable tax and other federal and state laws, which enable us to respond to the special needs and concerns of our clients. The services we provide include:

• Preparation and review of wills, revocable living trusts, unified credit shelter trusts and QTIP trusts
• Family wealth transfers, including "dynasty" trusts, "incentive" and social responsibility trusts
• Lifetime gifting, including irrevocable life insurance trusts, annual exclusion gifts, education trusts and Crummey trusts
• Family charitable foundations and charitable gifting programs
• Business organization and succession planning
• Retirement and executive compensation planning
• Probate and post-mortem tax and family planning
• Guardianships and conservatorships
• Will contests, fiduciary accounting and related contested issues