Estate and Trust Planning
The firm assists clients in preparing wills, powers of attorney, health care documents and a wide variety of revocable and irrevocable trusts, as well as the filing of annual gift tax returns. We also prepare limited liability companies and partnership operating agreements to provide for family succession planning.
In addition to estate planning matters for lifetime needs, Scherl Legal handles all aspects of estate administration when someone passes away. We handle the probate process, the filing of Federal and State estate and inheritance tax returns. We assist you with post mortem planning, including the filing of disclaimers, and assist the executor in all phases of the administration process until final distributions are made to beneficiaries.