Demorest Law Firm regularly plans estates ranging from simple to multi-million dollars so as to:
• Make certain the clients property goes to the persons they desire.
• Avoid taxes on succession to client’s property, or minimize them and defer them for as long as possible.
• Avoid probate on succession to client’s property.
• Protect client’s property from prospective creditors’ claims.
We also have particular expertise in the following areas:
• Business succession planning.
• Assist clients with gift programs, and prepare gift tax returns.
• Advise clients on charitable giving, and perform due diligence on charitable institutions.
• Represent vulnerable clients, where necessary seeking probate court protection of them by means of guardianship and conservationship proceedings.
• Administer estates and trusts, including preparation of estate tax returns, and prosecution of probate proceedings where necessary.
• Litigation of will contests and other contested matters in probate court.
