Trusts and Estates
Belin McCormick provides estate planning and administration services to clients seeking to conserve and manage personal or family assets. The Firm performs traditional estate planning and administration functions, such as preparing trust agreements and wills, handling probate proceedings and administering revocable and irrevocable trusts. The Firm assists clients in such areas as valuation of assets, estate freezing, recapitalizations and partnerships. The Firm represents corporate trustees and fiduciaries in both litigated and nonlitigated matters on issues relating to their performance of fiduciary duties and compliance with state and federal regulatory requirements. The Firm also provides other estate planning services, including lifetime gifts, gifts in trust, charitable gift planning, income tax planning, estate and gift tax planning and estate administration services, including preparation of estate and fiduciary income tax returns, trust administration, postmortem estate planning, value shifting arrangements, disposition of control of closely held businesses, fiduciary duties of trustees, federal and state regulation of trust departments and trust companies and estate- and trust-related litigation.