Woodburn and Wedge offers a full range of services in the area of estate planning and probate. We advise clients regarding all aspects of estate planning, including trusts, wills and federal estate, gift and generation skipping transfer tax law as well as business succession planning. We assist individuals and families in planning and implementing a variety of tax and planning strategies including, family limited partnerships and LLCs , dynasty (generation skipping) trusts, charitable remainder trusts, family foundations, irrevocable life insurance trusts, etc. We are dedicated to providing our clients with knowledgeable advice and counsel, timely service, and to tailoring each estate plan to meet the client’s needs and objectives while minimizing or even eliminating gift and estate tax burdens.
Woodburn and Wedge provides counsel and advice regarding tax planning to individuals, partnerships, limited liability companies, corporations, trusts and tax-exempt organizations with respect to federal income, gift, and estate tax law. Services provided by Woodburn and Wedge include: estate and gift tax planning; business entity selection; structuring complex transactions; partnership, LLC and corporate tax planning; and representation of clients before the Internal Revenue Service. We have also formed and obtained IRS determination letters for a variety of charitable organizations (both publicly supported organizations and private foundations).
Our firm also handles decedents’ estates of every size and degree of complexity. Following a death, we advise family members, beneficiaries, trustees and personal representatives concerning the transfer of property from the deceased pursuant to a trust or will, or as provided by law for those who die without a will or trust. Woodburn and Wedge assists clients with both non-judicial trust administration and with court supervised probate proceedings.
In addition, we represent clients in contested probate and trust proceedings such as will and trust contests based on undue influence, incapacity, fraud or duress; breach of fiduciary duties; and wrongful retention or distribution of assets.
Our guardianship practice is dedicated to helping people take care of incapacitated or incompetent loved ones. We assist adult children seeking to establish guardianships for aging parents who are no longer able to make important decisions about healthcare and finances. Likewise, we assist in setting up guardianships for minors whose natural parents cannot care for them or who have inherited property needing to be held on their behalf. We also handle guardianship disputes.