Dysart Taylor's Estate Planning and Probate Group advises individual and business clients to enable them to transfer wealth to their desired beneficiaries with the least amount of tax and administration costs. The services of the Estate Planning and Probate Group range from simple estate plans designed to protect and maintain an estate for minor beneficiaries, due to an unexpected and untimely death of a parent or parents, to highly sophisticated tax-planning techniques, including business succession solutions.

Due to the recent modifications made to both the Federal and State estate tax laws, it is critical that estate planning clients are well informed and properly advised prior to making important estate planning decisions. Our attorneys stay abreast of all tax developments and innovative techniques, not only through our daily practice, but by subscribing to various tax services and attending local and national estate planning seminars.

Dysart Taylor's Estate Planning and Probate Group has administered and/or assisted in the administration of numerous estates, revocable trusts and irrevocable trusts. If probate administration is necessary, we strive to make the process as simplified and efficient as possible, assisting our clients in locating assets, preparing all necessary documents and filings required by the Probate Court, requesting authority or seeking ratification of various transactions and the eventual termination and discharge of the estate's Executor or Personal Representative. We have excellent working relationships with the Probate Courts in jurisdictions in which we practice.

At Dysart Taylor we strive to educate our clients about the area in which we have been engaged. We encourage questions and provide timely answers to such inquiries throughout each of our engagements. This philosophy has enabled our firm to develop a significant and constantly growing base of valued estate planning and probate clients.

We advise clients on a wide range of matters, including:

1. Personal estate planning, including the preparation of Wills, Trusts and other estate planning documents.
2. Business Succession planning.
3. Lifetime giving and gift tax planning.
4. Charitable giving.
5. Life insurance planning.
6. Preparation of Federal and State estate tax returns and Federal gift tax returns.
7. Post-mortem tax planning.
8. Internal Revenue Service audits.
9. Trust administration.
10. Probate administration.
11. Guardianship and conservatorship estates.
12. Trust and probate litigation.