Our firm advises
clients in the full range of estate and trust matters,
helping them with estate planning to minimize estate
taxes while achieving their individual objectives and
guiding them on tax-smart gifts to charity and family.
We emphasize eliminating estate tax and reducing
income tax by careful planning. We typically
assist clients with wills, testamentary trusts, inter
vivos trusts, insurance trusts, grantor retained
annuity trusts (GRAT's), charitable remainder
unitrusts or annuity trusts (CRUT's and CRAT's),
charitable lead trusts (CLT's), family limited
partnerships (FLP's) or limited liability companies,
business recapitalizations, and numerous other estate
planning and charitable giving devices. Our attorneys
in this area are Wendell R. Bird, Mark P. Miller, and
Thomas O. Kotouc.
Wendell R. Bird has published ten tax articles on
estate planning and charitable gift techniques, the
first one 27 years ago in Taxes.
He wrote the course materials and co-taught the Advanced
Estate Planning course for a national financial
planning organization. He is a member of the ABA
Section on Probate and Trust Law as well as co-chair of the ABA
Subcommittee on Charitable Contributions.
Mark P. Miller concentrates in the
estate and trust area.
Thomas O. Kotouc, of counsel to the firm, similarly
concentrates in the estate and trust area.
Our firm does estate planning and trusts in all fifty
states, using local attorneys and accountants where
appropriate.
