Trusts & Estates

Wagner, Johnston, & Rosenthal is able to assist the needs of individual clients and business owners in the area of estate planning and the administration of estates through the probate process. Estate plans are tailored to the needs and desires of the client, whether it be a simple will or a complex plan involving living trusts, life insurance trusts, charitable trusts, family limited partnerships, or other instruments to distribute assets as intended. Estate planning will be performed with all effort to minimize the impact of estate taxes and administrative expenses.

Modern estate planning also concerns itself with how an individual may maintain some autonomy and control over personal and medical decisions, as well as management of assets, during a period of physical or mental disability. The Firm can also assist executors with meeting the filing requirements of the probate process and guide the estate through this system.

If you would like more information regarding this practice area, or if you would like an attorney to contact you, please feel free to contact us.