Trusts & Estates Law
At POHL, PA, our attorneys counsel clients on all matters pertaining to estate planning and probate. Our goal is to integrate estate planning into the client's overall personal and business planning, taking into consideration special assets such as closely-held businesses, partnerships, limited liability companies, real estate (including special use valuation for agricultural property), life insurance and retirement plan distributions. The firm also designs private foundations and assists clients with obtaining tax-exempt status.
Minimizing estate taxes and exposure to the probate process are also important elements of estate planning. The department advises clients on tax issues, including estate taxes, gift taxes and generation-skipping taxes and marital deductions, as well as preparing fiduciary and estate tax returns.
We draft wills, pre-marital agreements, revocable trusts, irrevocable trusts, special needs trusts, medicare trusts, life insurance trusts, living wills and powers of attorney for health and financial purposes. We also assist with the formal administration of estates, trusts, conservatorships and guardianships if formal administration is required. The firm also represents clients in estate litigation, including will contests and valuation disputes involving estate, gift and inheritance taxes.
To assist our clients and to facilitate a better understanding of the estate planning process, we have created estate planning forms. Please click through each link below to access the individual forms:
If you are looking for an attorney whom you can turn to for sound advice, call us today.