--- ESTATE PLANNING ADMINISTRATION |
- Mohen & Associates LLP provides estate planning advice to a broad range of clients. Our lawyers are experienced in the continually changing aspects of gift and estate taxes, generation-skipping transfer taxes and fiduciary income taxes. Our estate planning services include business succession arrangements and intergenerational wealth transfers. We formulate and prepare wills and trusts and arrange for lifetime transfers of wealth through estate freeze techniques involving family partnerships, LLCs and a variety of trust arrangements such as grantor retained annuity trusts, qualified personal residence trusts, charitable trusts of all types and many other wealth transfer vehicles.
- Our estate administration work extends to domestic and foreign estates and trusts. We are involved in all phases of representing executors in the collection and distribution of assets and handling of claims, including estate tax return preparation and fiduciary income tax returns. Our work within the court context includes probate proceedings, construction proceedings, applications for advice and direction to executors, proceedings for removal and replacement of fiduciaries and judicial accounting proceedings.
- Mohen & Associates LLP offers estate planning services to individuals, families and their closely-held companies. We provide the kind of confidential, personal advice and attention that people expect from a long-time family lawyer, while drawing on the resources and expertise of lawyers in our other practice areas.
- We serve as trusted advisors on the most personal of family questions, such as living wills, health care proxies, prenuptial and postnuptial agreements. We routinely administer trusts and estates and handle contested and non-contested probate and trust matters for executors, trustees, and beneficiaries. We also assist clients in estate related corporation, partnership and real estate matters. The philosophy of our service is to achieve the preservation of wealth and the minimization of wealth transfer and income taxation.
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