Estate Planning (Wills & Trusts) And Probate & Guardianship

From the preparation of wills to the development of trust agreements, Mateer Harbert assists clients with a range of estate planning issues. By developing and implementing complete estate plans, our clients can rest assured their assets will be distributed in an orderly fashion … with minimum income, estate and gift tax consequences. Our comprehensive estate planning services also include counsel on the effective use of durable powers of attorney and other advance directives.

To help avoid estate taxes, the firm prepares estimates of tax liability and recommends solutions such as gifting, credit shelter trusts, marital trusts and charitable trusts. In addition, Mateer Harbert represents clients in probate and guardianship matters and disputes.

For more information regarding our Estate Planning and Probate & Guardianship practice, contact: