Estate Planning and Administration

The Estate Planning and Administration Practice Group at Jackson & Wallace LLP, led by Ruth Koller Burke, provides clients with a wide range of estate and tax planning tools to build and preserve wealth, to make gifts to family members and charitable institutions, and to effectively transfer assets to future generations.

We have experience designing

wills,
living trusts,
property agreements,
durable powers of attorney for assets, and
durable powers of attorney for health.

We understand the estate planning process can be overwhelming and work closely with our clients to provide an education regarding the various estate planning options. We will develop an individualized estate plan while offering tax-saving ideas to preserve your wealth. We also represent individuals and fiduciaries in all aspects of the administration of estates and trusts, including the preparation of federal estate tax returns.

If you would like additional information regarding the Estate Planning and Administration Practice, please contact Ruth Koller Burke.