Estate Planning & Administration

Riggs Davie PLC attorneys have worked extensively with families in estate planning matters, including preparation of wills, trusts, powers of attorney, and health care directives, and advised on related issues involving tax matters, asset protection, pre- and post-nuptial agreements, and other unique circumstances. In addition, we regularly serve as legal counsel to executors, trustees, and individual beneficiaries in estate and trust administration matters.

Estate Planning

Riggs Davie PLC attorneys work closely with individuals and families to develop estate plans to deal with unexpected events, efficiently transition wealth to desired beneficiaries, protect wealth from creditors and divorce, and minimize federal and state transfer taxes. Typical estate plan work involves drafting and providing advice with respect to wills, trusts, powers of attorney, and health care directives. Estate plans also frequently include discussions about planning for the sale or transition of a closely held business. Riggs Davie PLC recognizes that each client has unique needs and concerns, and we work closely with you and your family to create tailored solutions.

Estate & Trust Administration

Estate and trust administration can often seem like a daunting task because it is unfamiliar to most individuals. Riggs Davie PLC attorneys guide executors and trustees through the administration process with as much or as little help as requested. In estate administration, the process involves advice and assistance with respect to probating wills, transferring and titling assets, funding trusts and bequests, and dealing with the local probate court. Trust administration involves advice with respect to trust setup, trust distributions, fiduciary duties, and changes or amendments to trusts (even irrevocable trusts). Riggs Davie PLC attorneys also represent individuals in their capacities as beneficiaries of trusts or estates from time to time to ensure their rights are protected.