Estate and Tax Planning

Slagle, Bernard & Gorman has numerous attorneys who specialize in estate planning for individuals and families. Among the services we provide are the following:

  • Individualized consultation and customized drafting of estate planning documents, including Wills, Revocable Trusts, Irrevocable Trusts, Grantor Trusts, Insurance Trusts, Personal Residence Trusts, Annuity Trusts, Charitable Trusts, Dynasty Trusts, Voting Trusts, Special Needs Trusts, Prenuptial Agreements, Durable Powers of Attorney, Health Care Directives, Family Limited Partnerships and related entities
  • Thorough review, advice and planning regarding estate tax, generation skipping transfer tax and income tax
  • Succession planning for family businesses, real estate holdings, investment portfolios and specialized assets
  • Charitable and philanthropic funding and related estate and income tax planning
  • Donor advised charitable funds
  • Private foundations
  • Assistance in re-titling and transferring assets to properly fund trusts and family entities