Estate & Trusts

We offer comprehensive estate planning services to our clients, from creating simple A-B trusts to implementing complex estate planning strategies.  Attorneys at Hallstrom, Klein & Ward, LLP and its Of Counsel attorneys advise clients on a broad range of estate planning and estate tax matters, including:

  • Wills
  • Gifts, gift trusts and other wealth transfers
  • Living (revocable) trusts
  • Charitable lead and remainder trusts
  • Life insurance trusts
  • GRITs, GRATs, GRUTs and PRITs
  • Family limit partnerships and LLCs
  • Generation-skipping transfer tax issues
  • Generational transfers of closely-held businesses
  • Living wills, health care proxies and powers of attorney
  • Private foundations
  • Will contests
  • Estate and gift tax audits
  • Disputes before the IRS and U.S. Tax Court

We work with individuals, families and businesses to understand their objectives and craft a viable solution to achieve them. Our team approach enables our estate planning attorneys to draw on the talent and experience of our business and litigation attorneys, to greatly benefit our clients.


Hallstrom, Klein & Ward, LLP
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