Vestevich, Mallender,
DuBois & Dritsas has
an extensive
probate,
guardianship,
conservatorship,
estate and tax
planning law
practice. The
attorneys at VMD&D
strive to meet our
clients' needs in
the most efficient
and effective manner
possible and provide
our clients with
practical solutions
for estate planning
and tax planning.
VMD&D's tax and
estate planning
attorneys listen,
educate, recommend,
design, and assist
in the
implementation of
safe, flexible,
comprehensive yet
understandable,
efficient, and cost
effective innovative
tax and non-tax
oriented wealth
formation and
transfer strategies
and related
documents in order
to achieve the goals
and objectives of
our clients. Estate
planning frequently
reaches beyond
issues solely of
taxation.
The only thing that
ever remains
constant is
"change." Therefore,
we strive to help
develop adaptive
solutions to
accommodate changes
in (i) the laws;
(ii) the client's
feelings; (iii)
marital or domestic
partner
relationships; (iv)
asset changes; (v)
health
circumstances; and
(vi) family and/or
partner business
relationships.
We cover the basics
to the highly
complex as the facts
and circumstances
may dictate.
We prepare:
-
Wills
-
Traditional
Trusts
-
Living Trusts
-
Asset Protection
Trusts
-
Qualified
Domestic Trusts
-
Pet Trusts
-
Education Trusts
-
Charitable
Trusts (Lead,
Uni, Annuity and
Remainder)
-
Private
Foundations and
Not For Profit
Planning
-
Limited
Liability
Companies
-
Grantor Retained
Annuity Trusts
-
Qualified
Personal
Residence Trusts
-
Dynasty Trusts
-
Voting Trusts
and Agreements
-
Trusts for
beneficiaries
with Special
Needs
-
General Durable
Powers of
Attorney
-
HIPAA Release
Agreements
-
Health Care
Powers of
Attorney
VMD&D actively
advises clients with
regard to the
following areas:
-
Estate and gift
taxes
-
Generation
skipping
transfer tax
planning
-
Income taxes
-
Life vs. death
planning
-
Gift planning
-
Post mortem tax
planning
-
Tax and
succession
planning for
owners of
closely held
businesses
-
Asset protection
-
Multi-generational
planning
-
Charitable
planning
-
Estate & trust
administration
and litigation
-
Trust
reformations
-
Executive
compensation
planning
-
Counseling on
retirement
distribution
taxes
-
Estate & gift
tax return
preparation
-
Probate
controversies
-
Guardianships /
conservatorships
-
Trust funding
-
Marital
agreements and
domestic partner
agreements
-
Post-marital
agreement
negotiations
-
Counseling
fiduciaries
-
Tax audits and
controversies
-
State and local
taxation
-
Asset allocation
considerations
We strive to work
cooperatively with
our clients' other
professional
advisors, including
their accountants,
financial advisors,
appraisers, bankers
and insurance
advisors. Our goal
is to meet
periodically with
the client's team in
order to maintain
and enhance planning
opportunities, abate
potential problems,
and to continue to
achieve the client’s
current and changing
goals and
objectives. We try
to structure our
planning in ways to
minimize and
hopefully deter
possible conflicts
within the family
and/or business
structure.
At Vestevich,
Mallender, DuBois &
Dritsas, we pride
ourselves in prompt,
attentive, and
cost-effective
service, in the
process of providing
comprehensive and
innovative
solutions, without
possible disruption
to our clients of
their other planning
considerations. We
strive to customize
the legal services
to meet the unique
circumstances of
each client.
When handling estate
planning for
individuals, VMD&D
attorneys focus on
surpassing a
client’s financial,
tax, and personal
goals. We represent
clients ranging from
corporate executives
and principals of
closely held
businesses to
retired individuals,
U.S. citizens
residing abroad and
foreign nationals
with domestic
interests. Our
attorneys are
sensitive to the
fact that client
decisions affect not
only the client, but
also family and
other intended
beneficiaries.
