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Estate Planning

Estate Planning and Administration

Peetz Koerwitz & Lafleur’s Estate and Trust Planning and Administration Practice Group has a reputation for providing high-quality, cost-efficient services in all aspects of estate and trust planning and administration, including business succession planning. We provide the personal attention needed to develop a detailed plan for the orderly and efficient transfer of each of our client’s assets while striving to minimize potential taxes and administration expenses. Our clients range from individuals and families of moderate wealth to those of substantial wealth and include a range of business owners, from small, closely-held companies to large companies operating in a variety of industries. Although our primary focus is a traditional estate and trust practice, we provide business advice, real estate transactional advice, and work in fiduciary litigation as well.

Estate Planning Services

When it comes to estate planning, we understand that no two clients are alike—each have individual objectives and concerns. We listen to your objectives and, after careful consideration of your needs, design and help you implement your plan. We work closely with your accountant, insurance professional and financial advisor in order to develop a coordinated plan that achieves the maximum efficiency in transferring the greatest amount of your wealth to your family and designated charities. In developing the sophisticated estate plans necessary to ensure the greatest benefit to you and your family for generations to come, we utilize a variety of planning tools, including, but not limited to, gifting strategies, charitable remainder trusts, grantor retained annuity trusts, irrevocable life insurance trusts, dynastic trusts and family foundations. Our trained legal assistants and paralegals communicate with you every step of the way to keep the process timely and cost-efficient.

Estate, Probate, & Trust Administration

Our attorneys represent Personal Representatives and Trustees throughout the administration process, and, in conjunction with our paralegals and legal assistants, work with each family to reduce the client’s anxiety in a difficult time. The partnership between our firm and the client is essential to keep the estate administration timely and cost-effective. We work closely with both individual and corporate trustees in all aspects of the administration process, including all areas of probate and trust administration, the completion of federal estate tax returns and state inheritance tax returns, funding trusts and the distribution of assets to beneficiaries and heirs. In addition, our Practice Group also includes representation of fiduciaries and beneficiaries in estate and trust litigation matters and the efficient resolution of such disputes.

Business Succession & Tax Planning

Need assistance creating and developing a business succession plan? We have extensive experience in succession planning for agricultural, banking and family or closely held businesses. Our goal is to integrate business succession planning into a family’s estate planning objectives. It is critically important for these two planning areas to be connected. We create family limited partnerships and limited liability companies, incorporate insurance trust planning, and develop gifting programs for both non-charitable and charitable beneficiaries. In the integration of business and family succession planning, we also review and coordinate the pension and profit-sharing plan benefits, health care benefits, health care benefits and individual retirement accounts with the overall estate plan.

Download Property Statement and Family Objectives for Estate Planning

Download Estate Planning Overview