Estate planning and probate services

Estate planning and probate

Expertise
The services our Estate Planning & Probate practice group provides primarily involve wealth transfer. Whether working with clients who have accumulated a small nest egg or hundreds of millions of dollars, we assist in ensuring their objectives are accomplished by developing tax-efficient and cost-effective strategies for wealth transfer between spouses, family members, friends, or in support of charitable organizations. We are motivated to help our clients achieve their wealth transfer objectives with their peace of mind being the ultimate result. 

Our estate planning services focus on helping individuals and families meeting their planning objectives and ensure their goals are carried out. This includes assisting with the preparation of:
  • Wills
  • Living trusts
  • Health care powers of attorney
  • Living wills
  • Financial powers of attorney
  • Irrevocable Trust for tax reductions using charitable and non-charitable strategies
  • Irrevocable Trusts for non-tax reasons—asset protection, care of pets, special needs, for compliance with National Firearms Act
  • Related documents

Our full range of Estate Planning & Probate services include the following:


Attorneys

KEY CONTACTS

Michael Witzke, Chair

Attorneys

Roger L. Shumaker profile image

Roger L. Shumaker

Adrianna P. Agosta profile image

Adrianna P. Agosta

Michael P. Witzke profile image

Michael P. Witzke

Bernard L. Karr profile image

Bernard L. Karr

Michael G. Riley profile image

Michael G. Riley

Brian J. Jereb profile image

Brian J. Jereb

Jeffrey P. Consolo profile image

Jeffrey P. Consolo

Katherine Esshaki Wensink profile image

Katherine Esshaki Wensink

Resources
Estate planning attorney Mike Witzke talks about the importance of including a durable power of attorney in your estate plan and things to consider when naming a power of attorney.





Estate planning attorney Mike Witzke talks about the importance of including a medical power of attorney in your estate plan and why a medical power of attorney drafted prior to 2004 should be updated.

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