Trusts & Estates and Tax

At GDCR we firmly believe that proactive, diligent planning for death and incapacity is a key component of responsible living.

We are committed to offering professional and personal estate planning advice which is tailored to our clients’ specific circumstances and goals. From sophisticated techniques designed to avoid or minimize estate taxes to simple trust arrangements for minor children, our array of estate planning services covers a spectrum as broad as our client base, consisting of matriarchs and patriarchs passing on wealth which has accumulated over several generations, to entrepreneurs wanting assurance that their businesses will outlive them, to young couples embarking on their estate planning journeys.

GDCR also offers legal assistance in the administration of decedents’ estates whether simple or complex, including post-mortem planning solutions to mitigate the consequences of poor planning. Estate administration services are offered on a case by case basis, consisting of as little or as much professional assistance as the decedent’s family and personal representatives need or desire. Estate administration services including Petition to Probate Will (testate estate) or Petition for Letters of Administration (intestate estate), Record-Keeping and Accounting, Disclaimers and Renunciations, Executor’s Deed of Assent, Petition for Year’s Support, Preparation and Filing of Estate Tax Returns and Fiduciary Income Tax Returns, Collection of Life Insurance Proceeds and Retirement Plan Benefits, Post-Mortem Tax Planning and Funding of Trusts, and Petition for Discharge and closing the estate.

GDCR provides dynamic solutions to our clients’ tax planning issues with experienced professionals who have the ability to provide expert personalized service with resources uncommon in a mid-sized firm. From structuring complex transactions to assisting individuals with various governmental programs to resolve tax problems, GDCR provides comprehensive support for our clients. Our attorneys work with business owners, CPAs, families, individuals, trusts and estates to resolves issues in many tax-related areas, including Federal and State Income, Estate and Gift Taxation and taxes related to executive compensation.