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Estate Planning and Probate

McDonald Sanders offers estate planning counsel in order to protect clients’ assets, distribute their estates and minimize taxes. Services include the preparation of:

  • Wills
  • Trusts
  • Life insurance trusts
  • Limited partnerships
  • Retirement plan beneficiary designations
  • Distribution planning
  • Gift and estate tax planning
  • Marital property and premarital partition agreements

McDonald Sanders also offers counsel and representation to beneficiaries of estates and trusts, and executors, administrators, trustees or guardians of estates of the deceased or incapacitated. Representation in probate proceedings includes:

  • Will contests
  • Construction and interpretation of wills and trusts
  • Family settlement agreements
  • Trust accountings
  • Actions for breach of fiduciary duties
  • Administration of estates
  • Postmortem estate planning, including disclaimers, preparation of federal income, gift and estate tax returns, and partition and distribution of the estate

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