Estate Planning

Custom-Designed Estate Planning

Fishman Larsen & Callister (FLC) recognizes that when formulating an estate plan, clients want the right assets to go to the right people, at the right time, while avoiding the costs and delays of probate and minimizing taxes.

FLC assists clients in the following areas:

  • Revocable living trusts
  • Irrevocable trusts
  • Wills
  • Financial powers of attorney
  • Advance health care directives

Preserve Wealth for Generations

FLC assists their clients in preparing estate plans that last for generations, and can help preserve their clients’ wealth for their children and grandchildren. 

Our plans comply with the Internal Revenue Code, IRS regulations, and recent case law, in order to secure our clients’ goals, while ensuring that gift and estate taxes are minimized. 

Advanced techniques include the following:

  • Family limited partnerships
  • Life insurance trusts
  • Grantor retained annuity trusts
  • Qualified personal residence trusts
  • Charitable trusts
  • Intentionally defective grantor trusts
  • Business succession planning

Trust and Estate Administration and Litigation

Our clients are often named as executors or trustees of a loved one’s estate plan. FLC assists executors and trustees to meet their fiduciary duties, and to ensure that the decedent’s wishes are followed.

If there is a dispute, we also represent our clients in litigation in probate and civil court.