Planning and Administration

As estate planners, Davis & Whalen LLP attorneys take pride in creating plans that reflect the individual needs of our clients. Our attorneys see the “big picture” and help clients accomplish their goals with minimal taxes and administrative costs. We take the time to understand our clients’ goals and philosophies so that we are in the best position to offer counsel and guidance and anticipate potential pitfalls. We consider the impact of federal, state, and local law and potential transfer tax and income tax effects for every estate plan we draft. Our attorneys recognize that family relationships are often complex, and we work hard to preserve or achieve family harmony for our clients through the various planning tools available.

For clients involved with closely held businesses, we offer guidance on the various techniques for business succession planning and wealth transfer between generations.

Our attorneys work closely with executors, trustees, and families to ensure that every last detail of estate or trust administration is completed properly and efficiently.

Our experience includes:

  • Estates in excess of $100 million
  • Conservatorships
  • Education savings plans
  • Formation of business entities, including family limited partnerships
  • Guardianships
  • Health Care Directives
  • Powers of Attorney
  • Probate administration
  • Real estate transfers in connection with estate administration
  • Retirement planning
  • Revocable and irrevocable trusts, including gift trusts and insurance trusts
  • Trust administration