Estate planning and administration involve a high degree of confidentiality and Pritzke & Davis recognizes its obligations to maintaining the trust of its clients’ business and financial matters. The firm takes great interest in each individual’s needs and wishes and constructs an estate plan to achieve the unique goal of each client, ranging from a simple will to a complex estate plan including tax saving trusts.
Although tax planning is a key element to the structure of any estate plan, Pritzke & Davis is aware that each client has paramount personal and financial considerations. The firm can assist each client in assessing the practical matters inherent in any estate plan, including:
- provisions for surviving spouses and children;
- protection for disabled and disadvantaged family members;
- management and disposition of special assets including business and investment holdings.
During the estate and trust administration process, the firm works closely with executors and trustees to achieve the greatest benefit for all beneficiaries. Assistance in valuation, documentation of asset administration, and estate and inheritance tax preparation is available. The firm is also experienced in litigation of will contests, trust disputes and guardianship proceedings.