Wills, Trusts & Estates

Estate planning, administration and litigation requires attorneys experienced in guiding clients through complex, and many times, emotional planning, procedures or disputes. We avoid the “one size fits all” approach. Our estate attorneys support clients with a wide variety of expert services in the planning, administration and litigation of wills, trusts and estates.

We advise clients on income (state and federal) and estate and gift taxes. In addition, we assist in planning for closely held businesses, partnerships, real estate, life insurance, charitable trusts, public charities, private foundations, and marital and charitable deductions. These plans are incorporated into wills, revocable and irrevocable trusts, pre-marital agreements, health care directives, and retirement benefits. We prepare federal estate tax returns, gift tax returns and federal and state fiduciary income tax returns as well as returns for private foundations.

Whether representing banks, trust companies, not-for-profits, or individuals, our goal is to provide thorough, understandable guidance and administration, and, if necessary, litigation. We represent fiduciaries in suits for aid and direction and other court proceedings. Our clients have an advantage with Clarke Dolph as our business, real estate, and tax attorneys work collaboratively to craft responsible and practical solutions to estate planning and trust and estate administration challenges.

Attorneys