	Estate Planning Lawyers • Anthony D. Bartirome • Robert G. Blalock • Dana Carlson Gentry • *Jenifer S. Schembri* • Aaron J. Tracy • Clifford L. Walters, III

Estate Planning

With over 65 years of combined experience in estate planning and administration, our firm uses our expertise to assist clients in individual wealth preservation, business and individual succession planning, estate and gift tax planning, and administration of trust and probate estates. We assist our clients in creating estate plans that meet their personal goals and creating strategies for minimizing taxes and accomplishing our clients' intent in individual wealth management and distribution and business continuation.

We use a team approach with our clients welcoming and seeking the advice of their accountants, financial planners, bankers and trust officers, and other professionals at all stages of the process in providing the legal assistance necessary to accomplish our clients' ultimate goals. Where appropriate to our clients' needs, we use the latest tax planning techniques including: charitable trusts, annuities, and foundations; irrevocable life insurance and other irrevocable trusts; gifting and generation skipping tax strategies: and pension plan and IRA distribution methods. For those clients with property, businesses and relationships in other states, we work with their out-of-state counsel and team members in a collaborative approach to accomplish these goals.