ESTATE PLANNING, PROBATE & WEALTH PRESERVATION
Dysart Taylor’s Estate Planning, Probate & Wealth Preservation attorneys strive to assist business clients in the transfer of assets 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 future successful operation of the business.
We have administered or assisted in the administration of numerous estates, revocable trusts and irrevocable trusts. We help our clients locate assets, prepare all necessary documents and filings in probate court, request authority or seek ratification of various transactions, and see the estate through to the eventual termination and discharge of the estate’s executor or personal representative.
In addition, our estate planning, probate and wealth preservation attorneys have significant representative experience organizing and structuring corporations, limited liability companies and family limited partnerships, life insurance planning, the preparation of federal and state estate tax returns and federal gift tax returns, post-mortem tax planning, IRS audits, and trust and estate litigation.
For more information, contact Joe Price.
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ESTATE PLANNING, PROBATE & WEALTH PRESERVATION NEWS
Dysart Taylor’s Wilcox and Litecky obtain summary judgment for a client in a negligence action
September 24, 2024 Dysart Taylor McMonigle Brumitt & Wilcox, P.C. directors John Wilcox and Meghan Litecky obtained summary judgment in favor of their clients, an interstate motor carrier and its driver, in a negligence action in which the plaintiff claimed...
14 Dysart Taylor Attorneys Recognized in the 2025 Best Lawyers and Best Lawyers: Ones to Watch Rankings
August 15, 2024 Dysart Taylor McMonigle Brumitt & Wilcox, P.C. is pleased to announce 14 firm attorneys have earned recognition in the 2025 Best Lawyers guide in 16 practice areas. Best Lawyers is a highly regarded peer-reviewed publication that honors top legal...
Dysart Taylor welcomes Samantha Sicola as an Associate Attorney
June 25, 2024 Dysart Taylor McMonigle Brumitt & Wilcox, P.C. is pleased to announce Samantha Sicola has joined the firm as an associate, focusing on complex civil litigation matters. Samantha is a civil litigation attorney with experience representing clients at...