Wealth Management for Each Generation

The endeavor to protect wealth and pass it from generation to generation is increasingly a complex and multidimensional practice. The successful implementation of estate, trust, and business plans requires attorneys who have mastered a range of disciplines. McCormick Barstow’s Estate Planning and Administration of Trusts and Estates practice provides clients with the knowledge to succeed and the depth of experience necessary to implement all aspects of a client’s transaction.

McCormick Barstow’s estate and trust services include —

• Preparation of wills and trusts
• Administration of trusts and of testate and intestate estates
• Estate and gift tax planning
• Assistance in foundations and non-profit 501(c)(3)
• Estate and gift tax controversy resolution at all levels, from audit to appeals to litigation
• Charitable planning
• Income tax planning for trusts
• Representation of beneficiaries, fiduciaries, and creditors in probate and trust litigation
• Power of Attorney and Advanced Medical Directives
• Counsel to individual and institutional executors, trustees, guardians, and personal representatives
• Litigation support through expert witness engagements and other consultations with trial counsel

For Referrers and Attorneys

Our work and broad base of knowledge over many practice disciplines, help our attorneys deliver key solutions for clients:

• Breach of fiduciary claims, defense, and prosecution
• Fiduciary risk management
• Accounting litigation
• Fiduciary surcharge and removal litigation
• Will and trust contests
• Will and trust construction proceedings
• Litigation involving the Principal and Income and Prudent Investor Acts
• Spousal rights litigation, including elective share and homestead
• Fiduciary and beneficiary representation
• Guardianship litigation and incapacity proceedings
• Trust modification, reformation, and termination:
  • Living
  • Revocable or Living/Irrevocable
  • Charitable Remainder/Charitable Lead
  • Dynasty
  • Special Needs
  • Irrevocable Life Insurance
  • Intentionally Defective Grantor
  • Qualified Personal Residence
  • Generation Skipping