Skip to main content

Trusts & Estates

Applying the most sophisticated wealth strategies, Cline Williams' lawyers are able to individually tailor the firm’s services to each client's short and long-term goals, personal preferences and vision for the future. Cline Williams’ clients consist of 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. Our services include:

  • Preparation and review of wills, revocable living trusts, and financial and health care powers of attorney
  • Estate tax planning with credit shelter and marital trusts or use of portability to maximize estate tax exemptions
  • 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
  • Elder law, including Medicaid planning

Related Practice Areas