Wills, Trusts & Estates

Wills, Trusts & Estates

Wills, Trusts & Estates

Shein Phanse Adkins P.C. ’s estate and gift tax attorneys focus on the individual. We emphasize cutting-edge tax planning tailored to realizing personal and family objectives. We understand effective estate planning can eliminate uncertainties for individuals, families and business owners and we begin by helping our clients define their overall objectives and then find the simplest and most tax-efficient way to achieve those objectives. Each estate plan we prepare reflects the client’s individual needs, values and requirements. We also assist clients with estate and trust administration, fiduciary issues and business succession planning. All aspects of our representation are strictly confidential. The firm’s professional and private client services include:

  • 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.