Estate Planning
McEwen Gisvold has a well-established and active estate planning practice. We serve individuals and families in preparing for and handling long-term financial security and healthcare needs.
Our attorneys prepare and advise clients regarding simple and complex wills, including guardianships and trust provisions, as well as generation-skipping transfers and charitable gifts. We also prepare durable powers of attorney and healthcare advance directives for our clients. These are simple, cost-effective ways through which clients can, in the event of disability or incompetence, allow their family members to manage their estate and to make difficult healthcare decisions.
McEwen Gisvold attorneys have engaged in all types of estate planning. Our strategic counseling helps clients minimize inheritance taxes and maximize control and flexibility of assets during their lifetime and during the disposition of the estate.
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Our services include assisting clients in establishing:
- Probate and Estate Administration
- Business Succession Planning
- Revocable or living trusts, including pour-over wills and credit shelter trust provisions
- Irrevocable life insurance trusts (ILITs), for clients to receive and administer life insurance proceeds
- Family programs for annual giving
- Qualified personal residence trusts (QPRTs), to transfer residences to the next generation, while allowing grantors to continue living in their current residence
- Education trusts, to allow for lifetime and testamentary dispositions towards children’s and grandchildren’s education expenses
- Family limited partnerships and limited liability companies, as a way to isolate potential liability with respect to certain assets, make dispositions of fractional interests in such assets to a younger generation, allow continued management control of the assets during the client’s lifetime and provide for continued family ownership and management of the assets
