Estate Planning, Wills & Trusts

Lamm Rubenstone provides highly personalized estate and trust planning focused on addressing the concerns and meeting the goals of individuals and families. In planning a client’s estate, we balance tax and non-tax issues as we prepare wills and trusts that minimize inheritance and estate taxes while maximizing wealth that can be passed to beneficiaries over many generations. We assist our clients with a wide variety of estate planning issues, including formulating a business succession strategy, coordinating retirement plan benefits with the client’s estate plan, advising on tax-advantaged charitable giving opportunities and tax-advantaged methods of saving for education.

With the increasing life spans of our clients and the rise in litigation within our society, our firm’s estate planning can integrate strategies to protect assets left to spouses and children from the claims creditors as well as from the poor judgment of a beneficiary. Many older clients are concerned about what will happen to a spouse, family member, and their money and property if the client goes into a nursing home. At Lamm Rubenstone we can offer sound legal strategies to preserve client assets from nursing home costs.

After the loss of a loved one, surviving family members can look to us for assistance with the estate and trust administration process from admitting the will to probate to making distributions to beneficiaries. Each step is handled with an eye toward minimizing tax. We represent personal representatives and beneficiaries with all issues that may arise, including filing state and federal estate and inheritance tax returns, filing estate and trust accountings, assisting with guardianships, advising on post-mortem tax saving strategies, and filing annual estate and trust income tax returns. Lamm Rubenstone lawyers also represent executors and beneficiaries in probate litigation cases such as will contests, approving or contesting an accounting, and determining the rightful heirs to an estate or trust.