Estates & Trusts

The protection of assets and their transfer to future generations are among the most important goals an individual can have during a lifetime. That’s why Lashly & Baer, P.C. provides comprehensive legal counsel in the management and transfer of property as well as the administration of decedent estates, trusts and other fiduciary accounts.

Our attorneys use their vast knowledge of estate and trust law to help individuals, corporate fiduciaries or charitable/nonprofit entities. Our job is to help you reach the goals you have made for yourself, family or organization. And while we’re doing that, we also strive to reduce your applicable income, gift and estate taxes. It’s the kind of legal experience that is so valuable when dealing with your financial assets.

We regularly handle the following legal issues for our clients:

Asset protection planning
Charitable giving including charitable lead trusts, charitable remainder trusts, and charitable foundations
Charitable organizations law
Conservatorships
Design and implementation of planned giving programs
Discount valuations for gift tax and estate tax purposes
Disposition of business and business interests
Estate administration, estate and gift tax planning
Gifts to minors and minor's trusts
Guardianships
Health care directives
Irrevocable trusts
Life insurance planning
Lifetime transfers of nonqualified stock options
Living trusts and wills
Non-resident estates
Planning for distributions from qualified employee retirement plans, nonqualified plans, and stock option plans
Post-mortem planning and disclaimers
Powers of attorney a
Private letter rulings
Qualified and non-qualified stock options
Qualified personal residence trusts
Split-dollar agreements
Suits for discovery of asset

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Practice Area Attorneys

Carl M.
Markus

Nelson H.
Howe, II

Brainerd W.
LaTourette, Jr.

Allison Schreiber
Lee

Stuart J.
Vogelsmeier