Estate Planning & Probate

The estate planning and probate practice at Keith & Associates includes foundational estate planning, which usually involves the implementation of wills and revocable trusts.

Specialty estate planning may also be implemented, which can include family limited partnerships, grantor retained annuity trusts, generation-skipping and dynasty trust planning, irrevocable life insurance trusts, charitable trusts, qualified personal residence trusts, private foundations, conservation easements and ante-nuptial agreements.

Our experience in trust and estate administration enables us to assist individuals, trustees and executors in implementing instructions contained in relevant estate planning documents. It also allows us to help plan for estate tax obligations and other estate administrative matters.

In addition, we assist clients with planning to minimize estate, gift and inter-generational asset transfer taxes, establishing wealth transfer goals and developing long-term succession plans.

We also provide clients with tax advantaged asset transfer strategies and work to develop and implement plans for the transfer of assets from older to younger generations with a minimum estate tax cost and a reduced family administrative burden.