At Sirote, we understand that matters of estate planning, probate and trust administration have enormous implications for individuals, families and businesses. Our clients are taking important steps to plan for the future, and we are committed to helping them achieve their goals, with integrity and passion.
The attorneys in Sirote & Permutt's Estate Planning & Administration Group provide a full range of estate, tax, business, charitable and special needs planning. Our clients include corporate executives, closely held business owners, entrepreneurs, retired persons, charities, philanthropists, banks, trust companies, individuals serving as fiduciaries and families of all sizes with all types of needs.
We are also experienced in handling contested proceedings involving estates, trusts, guardianships and conservatorships in court, representing both fiduciaries and beneficiaries.
With more than half a century of experience and community leadership, the attorneys in our Estate Planning & Administration Group include six members who have been elected Fellows of the American College of Trust and Estate Counsel (ACTEC) , the most distinguished professional organization in this field of law. Our attorneys have written numerous articles for leading industry periodicals and served in leadership positions on state and national bar committees and professional organizations.
Clients benefit from the wide array of services that our Estate Planning & Administration Group offers, including:
- Creating unique estate plans for individuals
- Working to minimize estate taxes and preserve assets for future generations or other beneficiaries, while accomplishing personal goals
- Facilitating the transfer of wealth through administration of estates and trusts
- Assisting with the preparation and filing of gift and estate tax returns
- Providing representation in probate and other courts involving will contests and estate disputes
- Addressing the special needs of beneficiaries, including those who cannot manage assets or who suffer from mental or physical disabilities
- Counseling on appropriate means to protect assets from creditors and helping clients consider incentives for younger generations to use their personal and financial resources wisely, in positive ways
- Working closely with other advisors, including accountants, financial planners, insurance agents and family offices, for the benefit of clients
