- Wills
- Revocable and irrevocable trusts
- Durable powers of attorney
- Health care powers of attorney and living wills
- Life insurance trusts
- Charitable remainder trusts
- Qualified personal residence trusts
- Grantor retained annuity trusts
- Family limited partnerships
- Planned giving
- International estate planning techniques
- Minors’ trusts / UGMA
- Succession planning for a closely held business
- Estate and trust administration advice
- Distribution of assets to beneficiaries
- Post-mortem tax advice to fiduciaries and beneficiaries
Shein Phanse Adkins P.C. ’s private client and estate planning services provide our clients with the best possible level of understanding, clarity and comfort. Our services include explanatory letters to assist in understanding proposed estate plans and follow-up actions required to move or properly title assets based on trust requirements and beneficiary designations.