Lewis and Roca counsels clients on estate and gift tax planning, including advice on lifetime wealth transfer through qualified personal residence trusts, grantor retained annuity trusts, family limited partnerships, installment sales to grantor trusts, planned giving, charitable remainder trusts, charitable lead trusts, and other sophisticated tax planning techniques.
The Estate Planning Practice Group lawyers are experienced in evaluating the proper uses of insurance in estate planning, and in reviewing clients' assets to structure ownership to minimize gift and estate taxes. They work closely with the Corporate Practice Group in designing and implementing succession plans for closely held businesses.
The firm also has a probate practice, including formal and informal probate matters, guardianship and conservatorship proceedings, as well as complex litigation concerning wills, trusts and other estate planning matters.
Additionally, the firm counsels various professional fiduciaries, such as corporate trustees, on their fiduciary responsibilities and trust interpretation issues.