Gallagher & Kennedy's estates and trusts practice offers a full range of services. Our attorneys work closely with the firm’s real estate, litigation, corporate, securities and income tax practices, thereby providing full representation to our clients.

Services in this area encompass the following:

• Preparation and administration of all types of trusts, including revocable trusts, charitable trusts, children’s trusts, special needs trusts and trusts designed for multiple generations.
  
• Preparation of wills and powers of attorney for both health care and business purposes.
  
• Wealth preservation techniques, including irrevocable trusts, gifting programs, generation skipping transfers and charitable planning.
  
• Probate matters including administration of decedent estates, guardianships and conservatorships.
  
• Business succession planning, including business reorganizations, recapitalizations and shareholder agreements.
  
• Retirement planning covering both qualified and non-qualified retirement plans.
  
• Preparation of premarital agreements.
  
• Wealth transfer strategies involving lifetime gifts, which includes charitable giving through the use of all types of trusts.
  
• Representation of individual and corporate fiduciaries in the administration of trusts and estates.
  
• Representation of clients in state and federal tax matters including controversy work with the Internal Revenue Service.