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Trust and Estate Planning, Administration & Litigation

BB&K provides assistance in all aspects of estate and gift tax planning, as well as income matters involving trusts and estates.

Trust and Estate Planning

BB&K relies on living trusts as the centerpiece of many of its estate plans. Beyond these devices, the firm also has expertise in implementing family limited partnerships, various charitable trust arrangements and other irrevocable trust devices, as well as wills, powers of appointment, community property agreement, and the like.

BB&K also concentrates in working with small businesses and professional clients to provide business succession planning in the acquisition and disposition of small businesses and professional practices, whether or not these transactions are part of the estate planning or administration process. The firm also has an active practice in qualified and non-qualified deferred compensation plans, and provides coordination between the plan benefits of the clients and their estate plans.

Trust and Estate Litigation

BB&K has expert attorneys focused on assisting clients in disputed trust and estate matters and litigation. BB&K’s expertise includes the areas of:
 

  • Estate Litigation – will contests
  • Trust Litigation - trust contests, breach of fiduciary duty, misappropriation of funds
  • Conservatorship Litigation – protecting elders and assisting family members
  • Elder Abuse Litigation    - physical and financial elder abuse
  • Probate Administration - resolution of estates in the courts
  • Trust Administration   - accountings; beneficiary claims, trustee duties and acts  


If you have an interest in a trust or estate, as a beneficiary or a trustee, or if you wish to create or update an estate plan, contact one of the experienced attorneys at BB&K to discuss your case and set up an appointment.
 

 

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