Attorneys and Counselors
Practice Areas
Estate and Trust Planning and Administration
Planning an estate to coordinate client objectives, streamline administration and minimize inheritance tax requires expert guidance. Our estate planning attorneys are on the cutting edge of developments in this area.
At Kerr, Russell and Weber, we believe in a team approach, using our estate planners and tax experts to create effective estate plans. We also counsel individuals who desire to retire or change their primary state of residence to other jurisdictions for tax purposes.
A partial list of our estate planning services include:
- Preparation of Wills, Revocable and Irrevocable Trusts and Grantor Retained Income Trusts (GRAT's)
- Preparation of Durable Powers of Attorney and Living Wills
- Estate planning services, including estate and generation skipping tax analysis, charitable and family gifts, funding for education, Medicaid/nursing home planning, and noncitizen tax planning
- Assistance in trust administration
- Planning for the succession and disposition of ownership in closely held companies
- Probate court representation, including small, independent, supervised and ancillary estates, name changes, guardianships, conservatorships and adversarial proceedings
- Determination and preparation of returns for federal estate, gift and generation skipping taxes, and Michigan and Florida inheritance taxes
- Preparation of trust and estate income tax returns
- Preparation of decedents' final income tax returns
- Prenuptial and postnuptial agreements