Estate Planning

Estates & Trust

The protection of assets and their transfer to future generations are among the most important goals an individual can have during a lifetime. That’s why Lashly & Baer provides comprehensive legal counsel in the management and transfer of property as well as the administration of decedent estates, trusts and other fiduciary accounts.

Our attorneys use their vast knowledge of estate and trust law to help individuals, corporate fiduciaries or charitable/nonprofit entities. Our job is to help you reach the goals you have made for yourself, family or organization. And while we’re doing that, we also strive to reduce your applicable income, gift and estate taxes. It’s the kind of legal experience that is so valuable when dealing with your financial assets.

We regularly handle the following legal issues for our clients:

  • Asset protection planning
  • Charitable giving including charitable lead trusts, charitable remainder trusts, and charitable foundations
  • Charitable organizations law
  • Conservatorships
  • Design and implementation of planned giving programs
  • Discount valuations for gift tax and estate tax purposes
  • Disposition of business and business interests
  • Estate administration, estate and gift tax planning
  • Gifts to minors and minor’s trusts
  • Guardianships
  • Health care directives
  • Irrevocable trusts
  • Life insurance planning
  • Lifetime transfers of nonqualified stock options
  • Living trusts and wills
  • Non-resident estates
  • Planning for distributions from qualified employee retirement plans, nonqualified plans, and stock option plans
  • Post-mortem planning and disclaimers
  • Powers of Attorney
  • Private letter rulings
  • Qualified and non-qualified stock options
  • Qualified personal residence trusts
  • Split-dollar agreements
  • Suits for discovery of asset
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