Estate Planning/Probate and Trust Administration

Estate planning can be complicated and emotional. It is an area which demands intense creativity and innovation. Bass, Doherty & Finks offers practical solutions to these often times complex challenges of wealth preservation. We develop sophisticated plans to transfer assets from generation to generation always bringing into focus the elimination or reduction of gift, estate and generation-skipping transfer taxes. Working closely with clients and their families, our approach is highly personal, educational and structured. Our skill is in designing, explaining and implementing the appropriate estate planning vehicles to meet the client's objectives. We utilize the most effective methods including many of the following:

  • Wills
  • Revocable Living Trusts
  • Durable Powers of Attorney
  • Health Care Proxies
  • Standby Guardianship Proxies
  • Family Limited Liability Companies
  • Family Limited Partnerships
  • Generation Skipping Trusts
  • Grantor Retained Annuity Trusts
  • Qualified Personal Residence Trusts
  • Charitable Remainder or Lead Trusts
  • Charitable Gifting Programs
  • Irrevocable Life Insurance Trusts
  • Special (Supplemental) Needs Trusts
  • Private Foundations
  • Defective Grantor Trusts
  • Business Succession Plans
  • Buy/Sell Agreements
  • Prenuptial Agreements
  • Leveraged and Discounted Gifting Structures
  • and a variety of other appropriate conventional and creative techniques

Bass, Doherty & Finks also provides a full range of trust and estate administration and settlement services to its clients including, but not limited to, the preparation and filing of:

  • Probate Administration
  • Probate and Fiduciary Accountings
  • Estate Tax Returns (Form 706)
  • Gift and Generation Skipping Tax Returns (Form 709)

Our attorneys are often called upon to counsel clients in the preservation of assets as a result of a family member’s aging or disability. As such we have significant experience in specialized planning situations for the elderly and disabled in areas such as:

  • Guardianships
  • Conservatorships
  • Medicaid Planning

For more information, or for specific questions, please feel free to contact us at .

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