Wise Carter’s Estate Planning Services

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.

Gift Planning and Charitable Giving

The Estate Planning attorneys advise business and non-business clients in gift planning and charitable planning. We utilize various techniques to reduce estate and gift tax exposure for:

  • Lifetime revocable and irrevocable trusts
  • Life insurance trusts
  • Charitable lead and remainder trusts
  • Limited liability companies
  • Family limited partnerships

Estates, Trusts, and Contested Matters

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
  • Contested matters such as Will contests, Will and Trust disputes and fiduciary litigation

Consultation and Representation

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.

Elder Law

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

Contact Wise Carter

For more information about legal services for Estate Planning, Administration & Probate matters, please contact Wise Carter attorney Fred Hoff.