Estate Planning
McCormick, Murtagh & Marcus strives to find creative solutions to complex issues in estate planning to meet family objectives, while minimizing estate taxes, probate and administrative expenses. We work with our clients’ advisors, including CPAs, insurance professionals and financial advisors to ensure an integrated team approach to the family plan and to provide viable options to the client for final decision making regarding issues to be addressed by a will, trust, health care proxy, power of attorney or homestead declaration.
McCormick, Murtagh & Marcus' Estate Planning practice is geared toward advising individuals and businesses and includes:
- Wills
- Revocable and Irrevocable Trusts
- Durable Powers of Attorney
- Health Care Proxies
- Homestead Declaration
- Administration of Trusts
- Insurance Trusts
- Charitable Trusts
- Grantor Retained Annuity Trusts
- Estate Planning with Retirement Benefits
- Planning for Distribution and Management of Closely-held Businesses and Real Estate Assets
- Valuation Discounts and Gifting Programs
- Tax Planning
- Estate and Trust Administration
This Practice Area comprises the following Attorneys: