The Law Firm of C. Kevin McCrindle

Estate Planning, Wills, Trusts, and Probate Law

At McCrindle Law we counsel clients in every aspect of estate planning. Our goal is to make comprehensive planning for the future an integral part of our clients’ lives. We assist clients develop an estate plan that reflects personal values and carries out their wishes in coordination with their financial plan. Our practice encompasses personal and business planning, integrating other areas such as taxation, business and real estate law, taking into consideration each client’s unique assets, whether farms, business, savings, investments, life insurance, or retirement plan distributions. We are pleased to work as part of our client’s multidisciplinary team to establish and document a practical long term estate plan.

In order to create effective plans for clients, we utilize a variety of techniques, including simple and complex wills, revocable and irrevocable trusts (which include life insurance trusts, grantor trusts, QTIP trusts, grantor retained annuity trusts “GRATS”, personal residence trusts, special needs trusts, Miller trusts, asset protection trusts, generation skipping trusts, perpetual trusts and charitable trusts), intra-family loans, gifting, joint tenancies, living wills, powers of attorney for health and financial purposes and standby guardianships and conservatorships. If necessary, we will create guardianships and conservatorships, and assist guardians and conservators in their duties.

We assist clients administer regular or small estates and trusts, whether formally through the court system, or informally if applicable. Our services include litigation concerning estates and trusts, will contests, interpretation of trusts, disclaimers, and family negotiations, mediation arbitration and settlements. In addition, we offer tax counseling with the goal of minimizing estate tax liability, and advise clients on tax issues including estate taxes, gift taxes, generation-skipping taxes and marital deductions, as well as preparing fiduciary and estate tax returns.

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