Probate and Estate Planning

Estate Planning

Ramsey, Thomton, Barrett and Herbert's attorneys have broad experience in all aspects of estate planning and estate and trust administration. We represent a diverse group of individuals and families from varying backgrounds. As fhe gift and estate tax laws change, so do the strategies for reducing these taxes. We are skilled in the probate and property laws governing the transfer of assets. We are sensitive to the many family and personal issues faced by our clients as they address these matters. Because of Ramsey, Thornton, Barrett and Herbert's extensive representation of individuals and businesses, we have significant experience in estate and succession planning. In addition, we are asked to assist our clients with proper planning for the disposition of retirement plan benefits.

Estate Advice and Administration

We frequently represent executors and beneficiaries with respect to the administration of estates, including the preparation of the required federal and state estate tax filings and post mortem planning. We are also prepared to assist in carrying out various functions of the executor, such as collecting, valuing and disposing of assets and maintaining estate records.

Trust Advice and Administration

Our representation of existing trusts, their trustees and their beneficiaries can range from advising a trustee or beneficiary concerning fhe proper interpretation of trust provisions to assisting with the effective exercise of powers of appointment to seeking the removal or appointment of a trustee.

Estate and Trust Litigation

We handle a variety of contested trust and estate matters, including complex will contests, at all trial, administrative and appellate levels. We defend executors and trustees m proceedings challengmg ths manner in which they have discharged their fiduciary dirties. We also represent beneficiaries of substantial estates and trusts in litigation seeking to assert their rights.