Location:2825 3rd Avenue North Suite 100, Billings, MT 59101 -
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Description:Unlike many firms, we do not utilize a "cookie cutter" approach to estate planning. Our estate planning attorneys all have masters degrees in taxation law. As a result, we can provide straight-forward wills and trusts where the need exists, but our specialization is in sophisticated... moreUnlike many firms, we do not utilize a "cookie cutter" approach to estate planning. Our estate planning attorneys all have masters degrees in taxation law. As a result, we can provide straight-forward wills and trusts where the need exists, but our specialization is in sophisticated estate and business planning, including:
Complex wills including marital deduction trusts, generation skipping trusts, charitable remainder trusts, and qualified domestic trusts
Generation skipping trusts, life insurance trusts, charitable remainder trusts, qualified personal residence trusts, and other similar estate planning techniques
Formation of corporations, both Subchapter S and Subchapter C, limited liability companies and limited partnerships designed to transfer large farm and ranch operations or types of businesses to successive generations with the least practical transfer tax
Other forms of business succession planning, such as the so-called "creeping acquisition" method by key employees.
We also provide complete probate, estate and trust administration services. We have a certified public accountant on staff who assists in the preparation of federal estate tax returns, fiduciary returns, and accountings. less
