Estate Planning & Probate

Axley Estate Planning and Probate Attorneys counsel clients in formulating and implementing their estate plan. Our attorneys use both basic  and sophisticated estate planning techniques. These techniques range from wills, trusts, marital property agreements, medical and financial powers of attorney to irrevocable life insurance trusts, family limited partnerships and charitable foundations, and trusts. Axley Estate Planning and Probate attorneys will work to tailor an estate plan to each client’s needs and desires. Our goal is to transfer wealth in a tax efficient manner that minimizes the risk of disputes among beneficiaries.

A crucial part of our practice is representing fiduciaries, families and beneficiaries in the administration of a decedent’s estate or trust. We assist in each step of the estate and trust administration as well as identifying opportunities for post-death tax planning. We have extensive experience representing both fiduciaries and beneficiaries in disputed matters, such as will contests, as well as litigation with the IRS in estate and gift tax matters.

Our estate planning and probate services include:
  • Agreements relating to marital and nontraditional relationships, including prenuptial and cohabitation agreements
  • Family business succession planning
  • Litigation of will and trust contests and other contested matters
  • Probate procedures, valuation of assets, distribution plans, and estate and trust settlement
  • Wealth transfer, charitable and estate and gift tax planning
  • Wills, trusts and powers of attorney

Client Successes

Some of our past experience in the field.
Estate Planning - Small Business
Comprehensive estate planning for small business owners to achieve goals of family succession, minimizing death taxes, wealth preservation and protection of children
Estate Planning - Family Business
Structured succession and estate plans for owners of family businesses engaged in construction, professional services, real estate, manufacturing and numerous other industries
Comprehensive Estate Administration
Estate administration, from probate of small summary proceedings to large, complex estates including trust and estate litigation

Featured Insights

View some publications relating to Estate Planning & Probate
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Estate Planning is Designed to Benefit Married Couples, So What is an Unmarried Couple To Do?

According to the 2010 U.S. Census data, over 6.8 million opposite-sex couples and 680 thousand same-sex couples are unmarried. From...
Article

Estate Planning: The Next Level

A previous Axley article gives a brief background on simple estate planning documents. If your individual net worth – less...
Article

Estate Planning 101: The Basics

Most people (including me) take a long time to solidify their estate planning documents. We lead busy lives, and we...

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