Wills, Estates and Trusts
The wills, estates and trusts team at Bell Davis & Pitt addresses estate planning as an evolving process that changes based on our clients’ stages of life.
Our wills, estates and trusts attorneys address estate planning as an evolving process that changes based on our clients' life stages
We work closely with our clients in developing both basic estate plans and sophisticated wealth transfer strategies that minimize adverse tax consequences. In each case, the result is an estate plan that meets the family, business, tax, charitable and financial needs and desires of our clients. This commitment continues as our attorneys assist with trust, estate and guardianship administration needs.
Our team includes a CPA and several attorneys with more than 25 years of estate planning and administration experience. With our expertise, the lawyers in our wills, estates and trusts practice address a vast array of estate planning and administration matters.
At Bell Davis & Pitt, we are committed to helping you plan for your family’s future and making life’s transitions as smooth as possible.
OUR EXPERIENCE
- Wills and trusts
- Health care powers of attorney
- Durable powers of attorney
- Planning for estate, gift and generation-skipping taxation
- Life insurance trusts
- Estate, gift and fiduciary income tax returns
- Business succession planning
- Charitable gift planning
- Estate and trust administration
- Special needs trusts
- Trust modification and termination
- Trust and estate litigation
- Guardianship
- Will caveats and contests
ATTORNEYS IN THIS PRACTICE AREA
"Getting one’s affairs in order is neither a joyous nor an exciting task, but Bell, Davis & Pitt’s Estate Planning team made it a quick and painless process. Everyone I have encountered has been organized, friendly and professional, and I strongly recommend them for your estate planning needs."
Nichole E.
