Trust & Estates

The Trusts and Estates Group of Meyner and Landis LLP serves as counsel to private banking and trust departments on estate and trust issues. Our firm also advises individual clients in estate planning, including trusts, wills, family limited partnerships and business control transactions. Our firm handles probate and administration of trusts and estates, contested wills and other probate litigation.

Estate Planning

While there are several reasons for planning an estate, your primary goal is to implement a plan that will provide for your family, as well as strategies to reduce your estate tax exposure. Based on these objectives, you should consider the following:

  • Basic estate planning documents, including Wills, Durable Powers of Attorney and Health Care Powers of Attorney
  • Effective use of your respective unified credits, either through the creation of a unified credit shelter trust in your Will or by establishing revocable trusts
  • The use of a Life Insurance Trust to create wealth or as a source to pay estate taxes