Estate Planning and Administration

The estate planning and administration group assists clients in preserving, administering and transferring wealth for future generations. Rhoades McKee attorneys invest deeply in our clients and understand both the legal and personal issues that surround estate planning and administration.  We help clients plan so that they can eliminate or reduce taxes and avoid court intervention in their affairs. Some tools we use to help clients complete an estate plan include wills, living trusts, financial and healthcare powers of attorney, deeds, property agreements, charitable remainder trusts, personal residence trusts, family limited liability companies, and family limited partnerships.

Trusts are often of long-term benefit to a family and proper administration of a Trust over time helps prevent problems. As trust administrators, we understand each client’s unique family situation and keep the big picture in mind as we advise trustees about their duties and beneficiaries about their rights. We also prepare federal estate tax returns and assist in the tactical decisions to divide and distribute assets upon a client’s death. In addition, we are experienced in obtaining court ordered trust modifications or instructions on specific issues in trust administration.

Even with proper planning, there are instances when families seek court intervention. When that happens, we represent clients in administration of probate estates, guardianships, conservatorships and trust actions. For more information, view our probate litigation service page.

Our estate planning team will begin with a discussion to understand your family, your long-term goals, identify the best vehicles to secure the future you intend and present you with a flat fee schedule.

Estate Planning and Administration Team

how may we help you?

John Klees | attorney

To learn more about our estate planning and administration services or speak with an attorney, connect with us below or call John at 616.233.5119.

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Wednesday, October 25, 2017

Rhoades McKee congratulates the firm’s sixteen attorneys recognized in the 2018 edition of Best...