Trusts & Estates

Newmeyer Dillion’s estate planning team assists clients at the intersection of business and personal issues. The goal of an estate plan is to provide for the transfer of a client’s assets in accordance with the client’s wishes as efficiently as possible. We work with each estate planning client to determine the client’s needs and concerns, develop a plan to carry out the client’s wishes in a manner that avoids the expense and delay of probate, takes into account tax implications, and minimizes the possibility of disputes.

Typical components of an estate plan include:

• Trusts
• Wills
• Powers of Attorney
• Advance Health Care Directives
• Nomination of Guardians