Practice Areas

Estate Planning & Probate

Estate Planning & Probate

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Dysart Taylor’s Estate Planning & Probate Group strives to assist individual and business clients in Missouri, Kansas and beyond in the transfer of wealth to their desired beneficiaries with the least amount of tax and administration costs. Our legal services range from simple estate plans, designed to protect and maintain an estate for children and minors due to an unexpected and untimely death of a parent or parents, to highly sophisticated tax planning techniques, including business succession solutions. When assisting closely held business owners, we develop an estate plan and business plan to transfer the business to the next generation of owners in a manner that minimizes tax and facilitates the continued successful operation of the business in the future. Due to recent and ongoing modifications made to both 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.

We have 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 seeing the estate through to the eventual termination and discharge of the estate’s Executor or Personal Representative. We have excellent working relationships with the Probate Courts in all jurisdictions in which we practice.

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

Representative Experience

  • Personal estate planning, including the preparation of wills and trusts
  • Business succession planning and exit strategies
  • Lifetime giving and gift tax planning
  • Organize and structure corporations, limited liability companies and family limited partnerships
  • Charitable giving
  • Life insurance planning, including irrevocable trusts
  • Preparation of federal and state estate tax returns and federal gift tax returns
  • Post-mortem tax planning
  • Internal Revenue Service audits
  • Estate and trust administration
  • Trust and estate litigation