Take an innovative approach.

Carefully tailor a customized plan.

Let us maximize your estate benefits.

You’ve worked hard to build your wealth. The last thing you want is for your loved ones to be burdened with large transfer taxes or a contentious court battle. At Law Offices of Linwood Roberts, our estate planning lawyers take an innovative, interdisciplinary approach to estate and business succession plans for our clients. We understand that every client, and every family, presents a unique set of personal and financial circumstances. As a result, our estate planning lawyers can carefully tailor a customized plan that addresses your business and personal needs in a way that minimizes tax burdens – and maximizes the benefits to your heirs.

Our estate planning lawyers provide a full range of services, including:

• Preparation of wills, trusts, durable powers of attorney, healthcare proxies and other estate planning documents

• Advisement on succession issues in closely held businesses

• Draft marital agreements and other property settlements

• Develop and implement plans for charitable giving

We also represent clients in all phases of the probate process, including:

• Administration of decedent’s estates

• Administration of guardianships and conservatorship for incompetence by reason of age, physical, or mental disability

• Adoptions

• Representation of individuals in Determination of Competency hearings

• Participation in charitable or family trusts as trustees or advisors to ensure the wishes of the settlers are carried out