Estate & Retirement Planning & Probate

Wise Carter provides comprehensive estate planning services for its clients, including the preparation of Wills, Testamentary Trusts, Durable General Powers of Attorney and Advance Healthcare Directives. Our Estate Planning services also encompass the establishment and maintenance of guardianships and conservatorships. The Estate Planning attorneys advise clients in a broad range of gift planning and charitable planning, including the use of lifetime revocable and irrevocable trusts, life insurance trusts, charitable lead and remainder trusts, limited liability companies and family limited partnerships as various techniques utilizing business and non-business entities to reduce estate and gift tax exposure.

In addition to the planning and preparation of documents, the Estate Planning attorneys assist in the administration of estates and trusts, post-mortem Estate Planning and contested matters such as Will contests, Will and Trust disputes and fiduciary litigation.

We also provide consultation in connection with estate tax returns, gift tax returns and fiduciary tax returns. We assist clients with audits of trusts and estates, including representation before auditors, appeals officers, the federal court system and the United States Tax Court.

Wise Carter attorneys also practice in the areas of elder law, asset protection planning, business succession planning and estate freeze techniques.