Estate planning requires the identification and implementation of the client’s individual desires while considering family, financial and tax issues.  Schlagel Gordon & Kinzer, LLC’s estate planning attorneys are experienced in innovative planning techniques that address the objectives of our clients with individual attention and sensitivity.  SGK’s practice encompasses all aspects of estate planning, including drafting carefully tailored wills, trusts and many other instruments that include sophisticated tax minimization techniques, durable powers of attorney, health care powers of attorney, living wills, formation of guardianships and conservatorships and planning for medical decision-making.

A client who already has an estate plan in place should consider the many changes in life that could affect the plan, including:

• changes in financial or marital situation,
• the addition of new family members,
• the loss or disability of loved ones,
• declining health,
• changes in charitable inclinations,
• a change in state of residence, or
• annual changes in tax and state laws.

When a client passes away, SGK provides counsel to executors, trustees and beneficiaries in the often complex administration of estates, trusts and probate, including advice regarding the many elections involved in the preparation of federal and state estate and gift tax returns, and preparation of same.  Our attorneys work collaboratively with accountants, insurance agents, financial advisors and trustees to achieve an estate plan’s stated goals by using such varying areas of expertise. 

Additionally, SGK has substantial experience in estate and trust litigation, and with litigation involving the wrongful use of powers of attorney and related breaches of fiduciary duty cases.

To schedule an appointment with one of SGK’s estate planning attorneys, please contact our offices.