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Estate Trust & Tax

Our Approach

Estate, trust and tax planning can help to preserve assets and ensure their distribution to beneficiaries. If no trust or will exists at the time of your death, state law governs how your assets will be distributed. This may not fit your preferences.

Wills and trusts also may provide for guardians for minor children. They can name the person who will manage a beneficiary’s inheritance until that person reaches a certain age. They also select the person known as an executor, administrator or personal representative. This person handles the details of distributing an estate.

Without a suitable estate plan, your heirs may have to administer your estate through the court’s probate process. This can be costly and may reduce the amount your beneficiaries are able to inherit.

The approach of the estate, trust and tax lawyers at ZRFM is to help individuals, families and businesses by assuring that the deceased’s assets are distributed correctly.

Our tax attorneys assist individual and commercial clients in matters with tax implications by identifying and addressing state and federal tax issues and by structuring transactions to minimize taxes and avoid inheritance tax problems.

Estate Trust & Tax Experience

ZRFM’s experienced estate planning attorneys offer such estate and trusts services as:

  • will preparation
  • testamentary trust preparation
  • estate tax planning
  • charitable gift planning
  • revocable and irrevocable trusts
  • generation-skipping trusts
  • probate administration
  • estate administration
  • trust administration
  • Medicaid planning
  • irrevocable life insurance trusts
  • special powers of attorney
  • durable powers of attorney
  • guardianships
  • business succession planning

Contact Us Today

ZRFM’s three estate planning attorneys offer free, no-obligation 30-minute estate planning consultations. During these appointments, an estate and trust lawyer can review your current plan and analyze ways of achieving new goals and saving potential costs.

The estate, trust and tax lawyers at Zukowski, Rogers, Flood & McArdle are available to discuss your objectives in our Crystal Lake office. For more information about the many applications of estate, trust and tax law, please visit our contact page to start the process. We will respond promptly.