DBL Law attorneys serve as trusted counsel to many individuals, business owners, financial advisors, and financial institutions for tax planning and trust and estate administration. Tax and family planning is an integral component of successful business succession and retirement planning.

DBL Law’s Estate Planning & Probate practice group takes pride in offering tax-efficient and cost-effective probate and trust administrative practices. We also have successfully defended and challenged appropriate conduct in the administration of estates or trusts.

Chair: Colleen Fausz
Vice-Chair: Kelly Holden

Capabilities

• Analysis of tax consequences
• Antenuptial agreements
• Business succession planning
• Financial and health care powers of attorney
• Guardianship matters
• Probate
• Probate issues and litigation
• Qualified and nonqualified retirement plans
• Retirement savings and distributions
• Special needs trusts
• Wills and trusts

Clients Served Include

• Business owners
• Finance and tax advisors
• Individuals