Trusts & Estates

Attorneys
Contact: Robert T. Gradoville

At Neubert, Pepe & Monteith, P.C., our lawyers provide individual and family clients with sophisticated, creative advice and documentation in connection with estate planning and administration, the establishment of trusts, wills, and other wealth transfer entities, the selection of fiduciaries, and the intricacies of business succession planning. We utilize sophisticated techniques, including limited liability companies (LLCs), family limited partnerships (FLPS), Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity or Income Trusts (GRATs and GRITs), defective grantor trusts and other devices or techniques as may be helpful in providing for the tax efficient accomplishment of our client's needs. Our lawyers regularly advise individuals and corporate executors on issues facing closely held businesses and individuals in dealing with their estate and wealth planning objectives. We have significant experience in estate and trust administration, probate court proceedings and all federal and state income, gift and estate tax matters. We also provide advice concerning advanced directives so that our clients' health care wishes are carried out during their final days.

Contact us today to learn more about our experienced Southport and New Haven estate planning attorneys.