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Petrie & Stocking's attorneys have been involved in all aspects of estate planning since our firm's founding in 1895. From the drafting of simple wills and powers of attorney to the creation, funding, and administration of complex trusts, our team of experienced attorneys and support staff work closely with our clients to create flexible estate plans.
- Our firm's estate planning services include:
- Lifetime gift and asset distribution planning
- Will drafting and probate administration, as well as appropriate probate-avoidance measures such as marital property agreements
- Establishment and administration of a broad range of trusts, including revocable living trusts, educational trusts special needs trusts, minor's trusts, and multi-generational trusts
- Advance planning for health care and health-related financial matters, including living wills, healthcare powers of attorney and durable financial powers of attorney
- Transition and succession planning for owners of privately held businesses, addressing concerns such as control, valuation, and liquidity
- Charitable gift planning, including lifetime gifts, bequests, charitable trusts, and charitable foundations
- Lifetime insurance planning, including beneficiary designations and irrevocable life insurance trusts
- Retirement planning, including lifetime distribution planning, advice on disposition at death, and change of residency planning
- Contested matters, including will contests, estate, guardianship and trust litigation
Attorneys:
James R. Petrie
John A. Stocking
John R. Nelson
Thomas L. Frenn
Laura J. Petrie
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