Areas of Law

Wills, Trusts, Estate Planning and Probate Law

Davis, Brown, Koehn, Shors & Roberts, P.C. counsels clients on all matters pertaining to estate planning and probate. The department’s goal is to integrate estate planning into the client’s overall personal and business planning, taking into consideration special assets such as closely-held businesses, partnerships, limited liability companies, real estate (including special use valuation for agricultural property), life insurance and retirement plan distributions. The firm also designs private foundations and assists clients with obtaining tax-exempt status. Minimizing estate taxes and exposure to the probate process are also important elements of estate planning. The department advises clients on tax issues, including estate taxes, gift taxes and generation-skipping taxes and marital deductions, as well as preparing fiduciary and estate tax returns.  Davis, Brown, Koehn, Shors & Roberts, P.C. drafts wills, pre-marital agreements, revocable trusts, irrevocable trusts, living wills and powers of attorney for health and financial purposes. The department assists with the formal administration of estates, trusts, conservatorships and guardianships if formal administration is required. Davis, Brown, Koehn, Shors & Roberts, P.C. also represents clients in estate litigation, including will contests and valuation disputes involving estate, gift and inheritance taxes.

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