Estate Planning/Probate

Estate Planning/Probate


As a leader in this practice area, the firm is highly experienced in all areas of estate planning, estate tax planning and gift tax planning. From the smallest to the largest estates, Lambert Leser can create an estate plan that fits the individual needs of the client. This often includes planning to avoid the probate court and federal estate tax. Estate planning usually involves the drafting of wills, trusts and powers of attorney, but may also involve the more sophisticated creation of family limited partnerships, charitable trusts, Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts, family foundations and Employee Stock Ownership Plans. Lambert Leser is well-versed in all tax matters associated with these planning techniques.

Lambert Leser also represents personal representatives, trustees and families in the final settlement of their loved ones’ affairs. From simple probate matters to the most complicated trust administration and any associated litigation, Lambert Leser stands ready to help families through a very difficult time. Estate administration includes assisting with the orderly distribution of assets and payment of claims, preparing the necessary documents for the probate court, litigating any disputes among beneficiaries and preparing federal estate tax returns.