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Practice Areas Wills, Trusts & Estates

Mastery of the law, compassion, and clarity are the hallmarks of Reger Rizzo & Darnall’s Wills, Trusts & Estates Group. Our attorneys take care to understand client needs and translate that understanding into estate and tax planning that strives to meet every goal and ensure every transition is problem-free, whether serving an individual, a family, or a business.

Our experienced attorneys offer a full range of estate and tax planning, business succession planning, and estate and trust administration services. Our attorneys pride themselves on their expertise and their ability to personally connect with clients.

There is no permutation of estate and tax planning that our attorneys have not seen. Thanks to this, they understand that the solution to most problems lies in attention to detail, including the transmission of wealth between spouses or generations with minimum exposure to transfer taxes, carefully constructed documents that contain no ambiguities about a client’s intentions, and artfully drafted provisions that build in flexibility, allowing third parties to address any change of circumstances.

We assist clients with:

  • Buy-sell agreements
  • Charitable remainder trusts and charitable lead trusts
  • Domestic and offshore asset protection trusts
  • Estate planning
  • Family limited partnerships
  • Financial/general/durable powers of attorney
  • Life insurance, annuities and other financial products to assure income and estate liquidity
  • Lifetime gifts 
  • Medical powers of attorney and healthcare directives (living wills)
  • Revocable (living) trusts, irrevocable trusts, grantor-retained annuity trusts, asset protection trusts such as spousal limited access trusts (SLAT), qualified personal residence trusts, and generation-skipping trusts
  • Special needs planning 
  • Surrogate/Orphan’s Court litigation 
  • Wills and estate administration/probate

The Estates & Trusts Group also offers fiduciary tax services for individuals and the owners of closely held businesses, as well as trustees and executors.

The firm’s relationships with wealth management, trust, and insurance professionals allow our attorneys to provide seamless, high-quality services to mutual clients. The firm also represents fiduciaries and beneficiaries in estate and trust litigation. 

Some recent examples of client solutions demonstrate the creativity and level of expertise of the attorneys in our Estates & Trusts Group.  Our attorneys have utilized post-death disclaimers to minimize estate taxes and accelerate dispositive provisions in the client’s estate documents. The estate and trust team also negotiated a nonjudicial settlement agreement to change the terms of an irrevocable, unamendable trust after the transfer of real property. Absent this settlement, the firm’s client would have incurred a significant realty transfer tax obligation.

Reach out to our team today.

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