Wills, Trusts, and Estates

Boswell & Dunlap provides estate, will and trust preparation, and representation in the administration of trusts and probate estates to clients seeking to transfer, conserve, and manage personal or family assets.

We have experience in traditional estate planning and administration functions, such as preparing trust agreements and wills, handling probate proceedings and administering revocable and irrevocable trusts.

Our Estate planning services include:

• Preparation of wills and trusts
• Lifetime gifts, including gifts in trust
• Charitable gift planning
• Income tax planning
• Estate and Gift tax planning
• Estate administration for large and small probate estates
• Trust administration
• Value shifting arrangements
• Disposition of control of closely-held businesses
• Fiduciary duties of trustees