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Basic Planning

Overview

At Bingham Greenebaum Doll LLP, we understand the importance of confidentiality, sensitivity and experience when it comes to estate planning. Our attorneys focus on the continued enforceability of estate planning documents and the successful transfer of wealth between generations.

We progressively counsel business owners, C-Suite executives and high net worth individuals on all aspects of estate planning. Our estate planning services include:

  • Business succession/transfer planning
  • Estate administration
  • Guardianship
  • Health care planning
  • Individual planning
  • Probate and probate avoidance

Our basic estate planning services include wills, revocable trusts, powers of attorney, appointments of health care surrogates, and living will directives.

In cases of family businesses, we assist in creating agreements for the transfer of ownership and control, while often also providing for the economic benefit of non-participating family members. 

We help our clients prepare to address unanticipated situations such as disability, the use of long-term care facilities and death of other family members.  Our group monitors the ever-changing landscape of income, estate and gift tax laws, as well as state statutes, insurance products and health care options that can affect the execution of your estate plan.

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