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:
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:
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.