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Overview

Making It Easier for Our Clients

Most people, upon death, want to pass their assets to their beneficiaries in the most efficient manner possible. No one wants to create or encourage a family dispute. Yet, many people have difficulty following through on these intentions. At Garvey Schubert Barer, we make it easier for our clients to do this. We help our clients gather information, understand issues and make decisions. We explain the benefits of estate planning clearly so our clients can focus on the positive, proactive aspects of it.

We enjoy long-term relationships with our clients, which is important because an estate plan should be updated periodically to accommodate changes in the client's life and goals and to keep pace with changes in state and federal tax laws.

Benefits of Proper Estate Planning

  • Ensure your estate is divided among your intended beneficiaries
  • Choose the right person to wind up your affairs upon death
  • Avoid family disputes over the guardianship of minor children
  • Create trusts for younger beneficiaries or those with special needs
  • Reduce or eliminate estate taxes
  • Maximize the income tax step-up in basis upon death
  • Simplify the process of property succession upon death
  • Plan for management of financial and health care affairs in the event of incapacity
  • Protect your assets from creditors

Our Team

Our attorneys, and offices, are spread throughout the U.S., covering Alaska, Washington, Oregon, California, New York and Washington D.C. Our lawyers are recognized as leaders in the field and include members of the American College of Trust and Estate Counsel, are named in The Best Lawyers in America and several are recognized as Super Lawyers. Most have advanced tax-law degrees. One has a hybrid estate-planning and estate-litigation practice that gives a unique perspective on dispute resolution matters.

We keep abreast of developments in federal and state tax laws. We bring considerable knowledge and experience to bear on issues arising in complex estates, including succession planning for family businesses, international estate-planning issues, and generation-skipping transfer tax planning.

Our seasoned paralegals and our team of experienced legal assistants are highly committed to client service and assist us with estate and trust administration and gift and estate tax return preparation.

Our lawyers are active in our community as well, serving on the boards of various charitable organizations.

Range of Services Offered

  • Wills, living trusts, durable power of attorney and community property agreements
  • Prenuptial agreements, postnuptial agreements and cohabitation agreements
  • Succession planning for family businesses
  • Estate and gift tax planning and tax return preparation
  • Irrevocable life insurance trusts
  • Grantor retained annuity trusts
  • Private foundation formation
  • Charitable giving planning and tax-exempt organizations
  • International estate planning
  • Administration of trusts and estates, including probate
  • Guardianships
  • Advising heirs, beneficiaries and fiduciaries as to their rights, interests and obligations in an estate or trust
  • Will contests and other trust and estate dispute resolution

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