Wills & Estate Planning

Mateer Harbert's estate planning work, from the preparation of wills to the drafting and formulation of trust agreements, focuses on the development and implementation of comprehensive plans for the orderly distribution and transfer of property and assets with minimum income, estate and gift tax consequences. Estate planning advice often uses lifetime or testamentary trusts to accomplish clients' interests. When estate taxes are an issue, the firm prepares estimates of tax liability and recommends solutions such as gifting, credit shelter trusts, marital trusts and charitable trusts. Mateer Harbert also represents clients in probate and guardianship matters (including contested issues) and advises in the effective use of durable powers of attorney and other advance directives.

James B. Bogner
Ronald A. Harbert
Michael A. Paasch