Estate Planning, Probate, and Trust Law
Randick O'Dea & Tooliatos offers a complete range of services in the areas of estate planning, trust administration and probate. Drawing on its tax expertise, the firm provides custom-tailored estate plans that address each client’s specific needs and help minimize or eliminate federal estate taxes through the use of living trusts, irrevocable and insurance trusts, and charitable trusts and gifting programs.
Our estate planning attorneys have specific expertise in executive estate planning and work closely with our business attorneys to develop appropriate succession planning for our business clients.
The firm's estate administration practice includes representation in probate, conservatorship, trust administration and division, fiduciary income and estate tax matters. We can also provide advice and representation in contested will or trust matters.
We can assist you with:
- Simple Wills or Trusts
- Revocable Living Trusts
- Life Insurance Trusts
- Charitable Planning
- Lifetime Gift Planning
- Generation Skipping Planning
- Multi-generation Family Wealth Planning and Trusts
- Estate Tax Returns
- Gift Tax Returns
- Family Partnerships and LLCs
- Modifying Existing Trusts
- Post-death Planning and Document Modifications