ESTATE AND PROBATE SERVICES

Roth Bierman attorneys provide comprehensive estate planning and administration services for individuals and their families. We assist with the client's financial planning for the accumulation and growth of their estates through estate planning, tax planning and compensation planning techniques. Our services include estate and probate administration, estate and succession planning, trust administration, federal and state gift, estate, and fiduciary tax planning.

Estate and Probate Administration
Roth Bierman attorneys have extensive experience in representing fiduciaries and beneficiaries of estates, trusts, and guardianships. We provide counsel in all areas of estate and trust administration. We assist fiduciaries in the preparation of probate documents, the preparation and coordination of estate, gift and income tax returns and the resolution of controversies between beneficiaries or with tax authorities. We represent fiduciaries and beneficiaries in actions to contest or defend a decedent’s will, contest accounts, claims of self-dealing, breach of trust, conflict of interest and breach of fiduciary duty. We also engage in litigation with respect to estate, gift, and income tax issues for trusts and estates.

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Estate and Succession Planning
Roth Bierman attorneys provide sophisticated business transition and estate planning services to business owners and their families. We work with accountants, financial planners, life insurance agents and other advisors to achieve our clients’ objectives. We have substantial experience in estate planning, business planning, probate, estate, gift, and individual income tax matters.

We assist clients in a broad range of matters, including:

Planning for the orderly succession and transfer of privately held businesses and other family assets through a coordinated family wealth preservation and transfer plan

Estate and gift planning and charitable gift planning to provide clients with individualized estate plans that will ensure an orderly transfer of assets after death in accordance with their goals and with minimum estate and gift taxation

Implementing coordinated estate and business succession plans through the preparation of buy-sell agreements, family partnership agreements, limited liability entities, wills, trusts, powers of attorney, antenuptial agreements, documents relative to health care for the elderly and impaired such as living wills and other legal documents

Representing personal representatives in the administration of estates, including the preparation of all necessary federal and state income and estate tax returns

Representing clients before the Internal Revenue Service, Tax Court and tax administrative bodies

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Tax Planning - Estate, Personal and Fiduciary
Roth Bierman attorneys provide comprehensive tax services to individuals, trusts, and estates. Our attorneys have considerable experience in developing and implementing estate plans designed to maximize the available tax benefits and minimize the tax burden for the client. Our attorneys use sophisticated computer-based tax programs to assist the client individually or as a fiduciary with all of the tax returns that may be required, such as federal and state estate tax returns, federal and state estate and trust income tax returns and federal gift tax returns. Our attorneys are experienced in setting up private foundations and other not-for-profit entities for our clients and handling all of the tax filings necessary to achieve and maintain their tax-exempt status. When tax disputes occur, we have highly qualified attorneys with considerable tax litigation experience who can represent the client before the Internal Revenue Service or in court.

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Trust Administration
Roth Bierman attorneys counsel clients in forming a variety of sophisticated estate planning trusts, including marital/credit shelter trusts, charitable remainder and charitable lead trusts, grantor-retained income and annuity trusts, qualified personal residence trusts, irrevocable life insurance trusts, and generation-skipping trusts. We methodically draft all necessary trust documents, ensuring proper compliance with state and federal tax and property laws.

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