Estate Planning

At Dunn Pittman we strive to assist clients in preparing estate plans that include estate and income tax planning, retirement issues, disability and financial goals while always keeping family dynamics at the forefront. The concerns of our clients to protect their families and to insure that their assets are distributed according to their wishes should always be the driving force of estate plans that we prepare with our clients. We are experienced in planning techniques that affect estate planning and will strive to inform our clients of those techniques so they can decide what to include in their estate plans.

We consider it a privilege to assist clients and their families with the administration of estates. Our goal is to help families and beneficiaries with the orderly handling of estate administration. We understand that assisting family and friends after the loss of a loved one needs to be handled with a high degree of care and compassion coupled with knowledge of the law.

We also work with clients in planning for their own or their families’ elder law concerns. The issues involved with elder care are complex, and we seek to guide our clients with these important matters.

Our representation includes assistance with every aspect of estate planning, probate and estate administration, and elder law issues including:

  • Estate administration and probate
  • Wills
  • Revocable and irrevocable trusts
  • Powers of attorney
  • Health care directives
  • Special needs trusts
  • Estate, income and fiduciary tax planning
  • Elder care planning
  • Preparation of estate and gift tax returns as well as fiduciary and decedent’s income tax returns

Please contact the following attorneys to assist you with these matters: