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
January 20, 2021 Dysart Taylor Cotter & McMonigle, P.C. is pleased to announce Yvonne M. Aune and Shelby M. Nusrala have joined the firm as the finance manager and legal manager, respectively. In her new role, Yvonne, a licensed CPA, leads all aspects of the...
January 15, 2021 Dysart Taylor shareholder/director John F. Wilcox, Jr., current president of the Transportation Lawyers Association, authored his third President’s Message in the December edition of The Transportation Lawyer, where he lamented 2020’s stark reminder...
January 11, 2021 Dysart Taylor is pleased to announce that Leslie A. Boe and Meghan A. Litecky have each been elected as a shareholder/director of the firm, effective Jan. 1, 2021. “We are proud to recognize Leslie and Meghan for their commitment to client service and...