Competencies

Overview  •  Competencies  •  Team  •  Publications

Kegler, Brown, Hill & Ritter's estate planning and probate practice provides experience in:

Estate planning

• Wills
• Trusts
• Living wills and health care directives
• Powers of attorney

Tax planning

• Estate and gift tax (706 &709)
• Generation-skipping transfer taxes
• Fiduciary income tax (1041)

Leverage transfers for tax planning

• Grantor retained annuity trusts (GRATs)
• Family limited partnerships (FLPs) and limited liability companies (LLCs)
• Gifts and sales to intentionally defective "grantor trusts" (IDGTs)
• Qualified personal residence trusts (QPRTs)
• Crummey Trusts
• Irrevocable Life Insurance Trusts (ILITs)
• Dynasty Trusts

Philanthropic

• Charitable remainder trusts
• Charitable lead trusts
• Gifts of appreciated property
• Community foundations
• Supporting organizations
• Private foundations

Life Insurance

• Product suitability (how much and what kind of insurance)
• Structuring for taxes
• Split dollar
• Family split dollar
• Key person insurance
• Corporate-owned life insurance

Family governance

• Succession planning
• Family business boards
• Family meetings

Probate

• Administration of trusts and estates
• Guardianships
• Fiduciary counseling
• Estate and trust litigation
• Adoptions
• Name changes