Crary-Buchanan
Wills, Trusts & Estates

Wills, Trusts & Estates

We assist our clients with all facets of personal estate planning, from simple wills, to revocable (living) trusts, to more advanced techniques which involve estate and gift tax planning. We also serve as attorneys for personal representatives and trustees, advising them on how to responsibly conduct the administration of estates and trusts, comply with pertinent tax laws and distribute assets to the proper beneficiaries. The firm frequently counsels beneficiaries concerning their legal rights in trust and estate matters. Our insight into the intricacies of probate and trust law, combined with our skills in litigation, means that we are also well equipped to represent clients in will and trust litigation matters.

Steve Beres, Chair of the section, is board certified in Wills, Trusts & Estates.

Estate planning: Administration:  
   Charitable giving    Beneficiary representation
   Durable powers of attorney    Fiduciary representation
   Establishing Florida domicile    Probate    
   Estate & gift tax    Trust operation & distribution
   Generation-skipping tax Litigation:      
   Gift planning    Claims against estates      
   Health care surrogates    Trust contests
   Irrevocable trusts    Violation of fiduciary duties
   Life insurance planning    Will contests
   Living wills Tax returns:
   Probate avoidance    Income tax - Form 1041
   Trusts    Estate tax - Form 706
   Wills    Gift tax - Form 709
   

Practicing Attorneys

 - Shareholder Steven D. Beres
Shareholder
steve@crarybuchanan.com
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