Complex and ever-changing tax and property laws, as well as procedural requirements, are obstacles to the efficient transfer of family assets between generations. Indeed, federal and state income and death taxes and a failure to adequately plan can decimate family wealth.
MM&D’s Trusts and Estates Group devotes its experience, resources and creativity to counseling individuals on protecting family wealth. Our experienced staff of lawyers and legal assistants focus on formulating and implementing creative strategies to transfer our client’s assets to the next generation.
Our Trusts and Estates Group, while still focused on our traditional “probate” practice, has expanded our services. While we are experienced with the tax and property laws relating to the planning, administration and litigation of estates and trusts, we also are experienced in issues involving investment and retirement accounts, closely held family businesses, insurance, charitable gifts, valuation and planning for incapacity.
Our attorneys can provide you with piece of mind by protecting hard-earned assets for future generations.