ESTATE AND TRUST PLANNING AND ADMINISTRATION
- Preparation of wills, trusts, and powers of attorney
- Estate tax planning
- Settlement of decedent’s estates
- Preparation of tax returns for trusts and estates
- Administration of trusts
Estate and trust planning focuses on establishing goals for transferring property during lifetime and death, while minimizing federal and state tax liabilities, so as to allow you to pass to your intended beneficiaries as much of your estate as possible. As part of our overall plan for you, we also assist you in ensuring the orderly transition of your business to family members or business associates upon death.
In administering trusts and estates, we assist your beneficiaries in collecting assets, paying debts, and distributing your estate according to state law and the wishes expressed in your estate planning documents. In addition, we have attorneys and in-house accountants available to prepare tax returns for trusts and estates.
Michael A. Colombo has more than thirty years of experience with complex estate matters, and was the first Board Certified Specialist in Estate Planning and Probate Law in Greenville, North Carolina.