Estate Planning

Broadly speaking, estate planning includes everything from gifts within the family during life to elaborate plans for the passing of property at death, taking into account tax and nontax issues between generations. While it includes tax planning for transfer taxes (gift tax, estate tax, generation skipping transfer tax), the relevance of tax planning is greatly diminished because of the amounts exempt from tax at the Vermont and federal levels. We are now better able to focus attention on the family and business relationships that need attention when property interests are passed down the family line or to satisfy charitable objectives.

We are available to provide advice, document preparation, and plan implementation for plans that include simple Wills, revocable and irrevocable trusts, special needs and supplemental needs trusts, ownership or registration of real estate, investment and bank accounts, vehicles, business succession planning. Our experienced practitioners provide advice and services to families, individuals, businesses, and charities on a wide range of issues from the planning stages to implementation and continuing administration. We offer particular expertise in the areas of tax planning and trust administration, including limited fiduciary services, as well as Medicaid and supplemental needs trusts. Whether you want a simple Will, power of attorney, an advance directive for healthcare, are concerned with estate taxes, or need to provide for a loved one with special needs, we are here to help.

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