Estate and Trust Planning and Administration

At the law firm of Aikenhead, Cipes & Supanich, our Estate Planning attorneys have three goals: (1) to pass your assets to your loved ones in accordance with your wishes, (2) to deal with the possibility of illness or disability and (3) to eliminate or reduce transfer taxes and costs.

We draft and prepare all documents necessary to create an effective estate plan, including:

• Simple or complex wills
• Revocable and irrevocable living trusts
• Powers of attorney for asset management and health care
• Private foundations
• Family partnerships

Once all the estate-planning issues have been handled, we continue to advise trust and estate fiduciaries and beneficiaries through the administration and final distribution of the estate or trust. We advise trustees, executors and other fiduciaries on the administration of probate and non-probate estates, trusts, conservatorships and guardianships.

We prepare federal and state estate tax returns and handle audits, assist in the division of trust assets among the subtrusts commonly used in zero tax marital deduction situations, and consult with fiduciaries on their accounting and investment duties.

Estate and trust administrators can also turn to us for help in all estate, trust and probate matters, including the preparation of gift, estate tax, and generation-skipping transfer tax returns. Our use of hi-tech software assures time-efficient, cost-effective services. We also handle the probate of estates when necessary.

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