Estate Planning and Probate

We work to ensure that our clients’ personal tax planning goals are achieved while minimizing income, estate, gift and generation-skipping taxes. We help clients plan their estates (whether small, moderate, or large in value) by balancing tax-planning opportunities with their personal non-tax goals. Most of all, we help our clients create an estate plan that expresses their own personal values and priorities.

Coleman & Quigley understands the interrelation of the laws regarding transactions involving closely held businesses, family partnerships, trusts and charitable entities. We recognize the challenges our clients may encounter and work to navigate the complex rules with regard to choice of entity, organizing businesses, liquidating entities, structuring transactions, complying with day to day reporting matters, and transferring the family business during life or upon death.

Estate planning covers the transfer of property at death as well other personal matters. Coleman & Quigley can advise on a wide variety of related legal matters, including health care directions, choosing beneficiaries, organ donations, care of minor children, funeral arrangements, Powers of Attorney, Living Wills, guardianships, business succession and insurance planning, Medicaid planning, gifts to minors, and disclaimers and renunciations. We can also assist when litigation regarding an estate plan arises.