 ESTATE PLANNING, ESTATE ADMINISTRATION, WILLS AND TRUSTS The effective transfer and preservation of family wealth begins with a well prepared estate plan. The firm of Evans, Osborne and Kreizman, LLC counsels clients of varied circumstances who wish to plan for the dispositions of their estates. We conduct a thorough review of our clients financial situation and provide information regarding the tax implications of estate matters. In responding to the inquiries of our clients, we address special estate planning matters such as life insurance, multi-generational planning, heirs with special needs, charitable trusts, private foundations, leveraged gifts, family limited partnerships, asset protection, trusts, GRATS, QPRTS, GRIPTS and other planning techniques. The firm handles all facets of estate work including the distribution of the estate. In this process we evaluate the estate considering the wills, tax consequences, insurance, trusts, and real and personal property. It is our goal to provide to the beneficiaries the maximum benefit allowable under to the law while abiding by the descendant's personal wishes. We also focus on post-mortem planning opportunities which may be available. We handle probate proceedings to prove the validity of a will. We will assist the administrator of the estate in collecting the descendant's assets, satisfying liabilities and distributing the assets to the heirs. Estate administration can sometimes be complex, difficult or contentious. We provide counsel to executors, trustees and heirs of their rights, duties and liabilities. When cases are contested, we meet with our clients to determine whether a dispute should be resolved by means of litigation. In some situations a reasonable resolution is not possible and litigation is the only avenue. If necessary we will undertake the necessary steps to bring the matter to a close while keeping in mind the need for a cost efficient resolution.
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