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.
ESTATE PLANNING, PROBATE & WEALTH PRESERVATION NEWS
May 5, 2021 Dysart Taylor Cotter McMonigle & Brumitt, P.C. is pleased to announce that it has named Anne Lindner Saghir an Of Counsel attorney after three years at the firm. “Anne is such a tremendous asset to our team and we’re thrilled to recognize her in this...
May 3, 2021 Dysart Taylor is proud to support the annual Trolley Run, an annual fundraiser for the Children's Center for the Visually Impaired (CCVI), as a sponsor of the event. Managing Director Amanda Pennington Ketchum, along with several firm friends and family...
April 5, 2021 Dysart Taylor Cotter & McMonigle, P.C. is pleased to announce Director Lee B. Brumitt’s many years of dedication have been recognized by the firm, which unveils its new name – Dysart Taylor Cotter McMonigle & Brumitt, P.C. “Lee’s longtime...