Wealth Transfer & Probate

Wealth Transfer & Probate

Duke Holzman offers comprehensive and sophisticated knowledge in the areas of wealth transfer, estate administration and litigation. Properly planning for the future in an orderly and tax efficient manner will smooth the transfer of wealth and business affairs from one generation to the next.

Our estate planning services include preparation of trusts and wills, review and revision of current wills if a client is contemplating making changes, health care proxy preparation to appoint an agent to make health care decisions and powers of attorney. The firm handles all aspects of both revocable and irrevocable trust creation and administration, including trust funding. We assist clients to determine how to maximize the assets that can be distributed to their beneficiaries and avoid unnecessary tax consequences.

Estate administration can be a daunting task for a client’s loved ones left behind. We meet with families to guide them through the legal system of proving a client’s will after passing. We prepare estate tax returns, fiduciary income tax returns for estates and trusts and the decedent’s final tax return. Throughout the complicated process of estate administration, we continue to strategize the most effective means to protect and preserve our client’s legacies.

Whether our client’s goal is to fund a retirement, plan for the succession of a privately owned business, gift to individuals and trusts for medical or educational expenses, reduce estate taxes, make a charitable bequest – or all of the above – the sound expertise of the wealth transfer and probate attorneys at Duke Holzman brings those goals to fruition.