Taxation, Trusts & Estates


  • Asset Protection Planning
  • Charitable & Gift Planning
  • Estate Planning
  • Fiduciary Representation
  • Probate & Estate Administration
  • Succession Planning
  • Trustee Services and Trust Administration
  • Tax Law – Income, Estate & Gift
  • Trusts
  • Wills


Neubert, Pepe & Monteith provides 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), Irrevocable Life Insurance Trusts (ILITs), Special Needs Trusts (SNTs), Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity or Income Trusts (GRATs and GRITs),Charitable Lead and Remainder Trusts, and defective grantor trusts in providing for the tax efficient accomplishment of client needs. Neubert, Pepe & Monteith regularly advises individuals and corporate executors on issues facing closely held businesses and individuals in dealing with estate and wealth transfer 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 advance directives so that our clients' health care wishes are carried out during their final days.



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