Estates and Trusts Services Group

The Estates and Trusts Services Group of Sherrard, German & Kelly is well-known and highly regarded as a leader in its field. Individuals and financial institutions alike have engaged our Estates and Trusts Services Group to assist them with estate planning, drafting wills and trust agreements, probate actions and appeals, and estate and trust administration, and tax issues. Our Estates and Trusts Services Group practitioners have worked extensively with financial institution trust departments and are routinely retained for advice to create and implement solutions to the problems encountered by corporate fiduciaries. In addition, the Estates and Trusts Services Group represents individuals and corporate fiduciaries in estate and trust litigation, having extensive experience in such matters.

Our Estates and Trusts Services Group practitioners frequently counsel executive management of our corporate clients on estate planning, including federal estate, gift, generation-skipping transfer tax and state inheritance tax strategies as well as corporate succession and shareholder transfer techniques. With regard to tax strategies, our practitioners are recognized authorities in planning asset transfers to estate and trust structures in order to minimize estate and inheritance taxes.

Members of our Estates and Trusts Services Group have served as professional leaders on bar association councils and as special masters appointed by the courts.

Representative Services

  • Estate Planning
  • Preparation of Powers of Attorney, Advance Health Care Directives
    and “Living Wills”
  • Drafting of Wills and Trust Agreements
  • Probate Actions and Appeals
  • Estate and Trust Administration
  • Federal Estate, Gift and Generation-Skipping Transfer Tax and
    Inheritance Tax Issues
  • Trust Department Issues
  • Family Office Counseling
  • Closely Held Business Succession Planning
  • Tax Planning and Counseling
  • Estate and Trust Litigation Services