We provide counsel on matters pertaining to:
Hall and Sullivan provides counsel regarding matters of estate planning and administration, helping facilitate the efficient transfer of assets between and among generations. Whether you are looking for advice on living trusts, power of attorney, or trust funds - we can help you!
Our office has helped thousands of individuals and families formulate estate plans designed to achieve the dispositive objectives of the testator in the most tax-efficient manner possible with the least amount of administrative burden. Our knowledge of estate taxation and the laws of inheritance enable us to help clients preserve assets, both tangible and intangible, from one generation to the next.
The attorneys at Hall & Sullivan have experience utilizing a variety of mechanisms which may be part of your estate plan including (i) wills; (ii) retitling assets; (iii) revocable trusts; (iv) irrevocable trusts; (v) annual exclusion gifts; (vi) charitable gifts; (vii) limited liability companies; (viii) general durable powers of attorney; (iix) healthcare proxies; and (ix) appointments of guardian.
Estate Planning
Hall & Sullivan attorneys are often retained to act as the personal representative, i.e. "executor," of estates throughout the entire administration process. We also provide counsel to others acting in the same capacity.
This practice often includes (i) securing court appointment of the personal representative; (ii) preparing the estate inventory; (iii) marshalling assets; (iv) preparing and filing the estate tax return; (v) trust funding; (vi) selling or transferring real estate or other property; and (vii) eventually providing for the distribution of assets to beneficiaries.