Estate Planning

O’Connor, Schmeltzer & O’Connor designs strategies to minimize tax consequences and maximize wealth.

O’Connor, Schmeltzer & O’Connor’s Estate Planning practice offers services that are individually tailored to each client’s specific situation, whether business owners, married couples with children, single persons, or elderly couples.  We design strategies to minimize tax consequences and maximize wealth, from the preparation of a simple will to sophisticated estate planning techniques.

Our lawyers can provide a complete range of estate planning services, including:

• Wills
• Revocable living trusts
• Irrevocable trusts
• Durable powers of Attorney
• Health care powers of attorney
• Community property agreements
• Insurance trusts
• Charitable planning and charitable trusts
• Education planning
• Probate of estates
• Business succession planning
• Valuations of closely held businesses
• Family limited partnerships

At our initial consultations, we carefully identify our client’s needs and wishes.  We then evaluate issues relating to estate and gift planning, selection of fiduciaries, transfers of family businesses, life insurance, retirement planning, trusts, charitable giving, health care, education funding and gift techniques. In addition, we provide compassionate personal support and counsel in the settlement and administration of estates.

Since estate and wealth transfer planning is an ongoing process, we encourage our clients to participate in an annual review process to ensure that their plans are always up to date.

If you would like further information about our Estate Planning practice, contact O’Connor, Schmeltzer & O’Connor today.  For our brochure, click here.