More About Estate Planning & Trusts

Balch & Bingham's Estate Planning & Trusts Practice attorneys counsel clients and provide representation on tax and non-tax aspects of estates, trusts and financial planning. Our lawyers advise clients about estate planning opportunities as they apply within the context of particular family situations. The drafting projects are typically sophisticated when the family's estate situation is complex, and may include preparation of wills, establishment of various trusts, formation of family limited partnerships and limited liability companies, execution of powers of attorney, and anticipation of long-term health decisions using advance health care directives.

 The estates and trusts practice includes the following general areas:

  • Estate planning and drafting of wills, trusts and other estate documents
  • Charitable planning including charitable trusts and private foundations
  • Probate and trust administration
  • Representation of charitable, non-profit and other tax-exempt entities
  • Representation in tax controversies
  • Representation in will contests and other related court disputes
  • Formation and Administration of limited liability companies

Charitable and Exempt Organization Representation

Our lawyers represent private foundations and other charitable organizations of regional and national importance. In addition, lawyers assist clients with the establishment of private family foundations. Lawyers also advise clients on structuring various types of lifetime and testamentary charitable giving.

Tax Controversy Matters

Our trusts and estates lawyers frequently represent clients before the Internal Revenue Service and, if necessary, in various state and federal courts, in connection with estate and gift tax audits, and other tax controversies. Lawyers usually work on these matters in conjunction with the firm’s litigation attorneys.

Will Contests and Other Court Proceedings

Lawyers handle will contests and litigation seeking the proper construction of wills and trusts. Estate lawyers appear before courts and call upon the support of lawyers from the litigation practice in the case of contested matters.

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