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Areas
of Practice
Estate Planning Crafting customized plans to achieve our clients’ goals for wealth preservation, tax minimization and disposition of assets at death. Working to promote family harmony and create a smooth transition of asset management using Revocable Living Trusts and Wills, Family Limited Partnerships and other entities. Creating charitable trusts and private foundations to meet planning and philanthropic goals. Implementing estate reduction through gifts, Irrevocable Trusts, Qualified Personal Residence Trusts and other techniques. Trust litigation and will contests.
Contact: Mary J. Peshel, Timothy C. Polacek, William D. Hoshaw, Roberta D. Repasy, Ray W. Ridlon ERISA and Related Litigation Pursuing or defending employee disability and other employee rights under ERISA. Trust litigation and Will contests. Click here for additional resources.
Reported Cases:
Estate and Trust Administration Handling all aspects of probate and trust administration to carry out the provisions of Wills and Trusts, including preparation of estate tax returns and allocation of generation skipping exemptions, trust funding, post-mortem planning and disclaimers, and Trust litigation and Will contests; creation of guardianships and conservatorships.
Business and Corporate Law Creating and maintaining business entities, and advising on tax-related planning and employee relations. Planning for business succession and sales and purchases of businesses.
Real Property Transactions Negotiating residential purchase agreements, assisting with escrow and title issues, negotiating and reviewing commercial and residential real property leases, easement dispute resolution.
Appraisals and Discount Appraisals Appraisals of businesses and other operating entities, and appraisals involving non-controlling, non-marketable shares of stock and partnership interests, and fractional ownership of real property.
Tax Controversy Negotiating settlements of disputed income, estate and gift tax returns audited by the IRS, at the local field agent, appeals, and Tax Court levels. Strong historical record of obtaining settlements at the local level that are beneficial to the client.
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