Estate Planning and Estate/Trust Administration Services

Our estate planning attorneys at O’Neill, Heinrich, Damkroger, Bergmeyer & Shultz, P.C., L.L.O. are dedicated to providing clients with state-of-the-art estate planning services. From simple wills to complex estate plans, we provide a full range of estate planning services. We work closely with investment and financial advisors, insurance professionals, accountants, trust department personnel and other professional advisors as part of a “team approach” when developing estate plans for our clients. We also work closely with clients to understand and carry out their specific objectives. We understand each client has unique family, financial and business situations. In order to implement the intentions of our clients with respect to business succession and asset disposition, while also providing tax benefits, we thoroughly review each client’s situation and provide guidance on how best to structure each client’s business or estate plan to meet their individual needs.

Our attorneys and legal assistant also have a great deal of experience and knowledge in providing estate/trust administration services to clients. We understand that the death of a family member can be a very emotional and difficult time for a family, and that the details associated with the administration of a trust or estate can be burdensome and expensive unless properly handled by experienced professionals. We make every effort to complete the administration of estates and trusts in an economical and timely manner. In this area of practice, we also work closely with the client’s accountants and other advisors to ensure the administration of the estate or trust is completed in the most professional manner possible. Our talented and experienced legal assistant is capable of handling much of the detail work associated with the administration of a trust or estate. This allows us to provide high quality services at a very reasonable cost.

It is critical to have a succession plan in place for your family and your business in order to ensure your intentions will be carried out in an efficient manner and in a way which will provide tax benefits to you and your family. We would be pleased to work with you to design your business succession plan and/or estate plan. We would also be pleased to assist you with the administration of a trust or estate.