Estate Planning, Wealth Preservation and Probate

We provide a full range of estate planning, wealth preservation and probate services. Our firm strives to ensure that our clients’ personal planning goals are achieved while minimizing income, estate, gift and generation-skipping taxes. We help clients plan their estates (whether small, moderate, or large in value) by balancing planning opportunities with their personal non-tax goals.

We help our clients make the right decisions when planning for the transfer of wealth and assets that are important to them. Most of all, we help our clients create an estate plan that expresses their own personal values and priorities.

Our attorneys understand the interrelation of the laws and personal issues regarding transactions involving closely held businesses, family partnerships, trusts and charitable entities. We recognize the challenges that our clients face and assist them in navigating the complex rules with regard to choice of entity, organizing businesses, liquidating entities, structuring transactions, complying with day-to-day reporting matters, and transferring the family business during life or upon death.

Estate planning covers the transfer of property at death as well as a variety of personal matters. Our lawyers can advise on a wide variety of related legal matters, including health care directions, choosing beneficiaries, organ donations, care of minor children, funeral arrangements, Powers of Attorney, Living Wills, guardianships, business succession and insurance planning, Medicaid planning, gifts to minors, and disclaimers and renunciations.

We at Rider & Quesenberry pride ourselves on being able to handle the most complex planning, as well as the most challenging trust and estate administrations.

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