Estates and Trusts

Attorneys in Jones Waldo’s Estate, Trust, and After-Death Planning Group have experience in all aspects of estate planning. We are cognizant that estate planning needs range from basic estate plans to complex estate planning, tax, and administration issues.

Without estate planning, up to fifty percent of a person’s wealth may be lost to federal and state inheritance and estate taxes. In addition, with today’s frequently changing gift and estate tax laws, clients must respond with flexible and well-thought-out planning tools. Our attorneys are technically skilled, attentive to individual estate planning goals, and sensitive to family and personal issues.

Estates & Trusts Attorneys

Ronny L Cutshall Jones Waldo OfCounsel

Ronny L. Cutshall

Of Counsel

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Lucy B. Jenkins Jones Waldo Of Counsel

Lucy B. Jenkins

Of Counsel

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Marianne Ludlow Jones Waldo Attorney

Marianne Ludlow

Attorney

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Matthew L. Mitton Jones Waldo Shareholder

Matthew L. Mitton

Shareholder

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Genial Ashcraft Jones Waldo Attorney

Geniel Ashcraft

Attorney

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Experience

Estate and Post-Mortem Planning

  • Will drafting
  • Trust drafting
  • Powers of Attorney and Living Wills
  • Estate and Trust Litigation
  • Lifetime Gift Planning
  • Generation-Skipping Transfer Planning
  • Family Partnerships and Limited Liability Companies
  • Charitable Organizations
  • Probate of Estates
  • Trust and Estate Administration
  • Succession Planning for Closely-Held Businesses
  • Guardianship and Conservatorship Proceedings
  • Counseling of Institutional and Individual Fiduciaries regarding Rights and Responsibilities
  • Post-Mortem Tax Planning
  • Maximization of Wealth Transfers from Generation to Generation
  • Income, Gift and Estate Tax Return Preparation