Wills, Estates and Trusts

The wills, estates and trusts team at Bell Davis & Pitt addresses estate planning as an evolving process that changes based on our clients’ stages of life.

We work closely with owners of closely-held businesses, professionals, and families in developing both basic estate plans and sophisticated wealth transfer strategies that minimize adverse tax consequences. In each case, the result is an estate plan that meets the family, business, tax, charitable and financial needs and desires of our clients. This commitment continues as our attorneys assist with our clients’ trust, estate and guardianship administration needs.

Our team includes a CPA and several attorneys with more than 25 years of estate planning and administration experience. With our experience and expertise, the lawyers of our wills, estates and trusts practice can address a vast array of your estate planning and administration matters. Our experience includes:

• Wills, trusts, health care powers of attorney, and durable powers of attorney drafting

• Planning for estate, gift and generation-skipping taxation

• Life insurance trusts creation

• Estate, gift and fiduciary income tax returns preparation

• Business succession planning

• Charitable gift planning

• Estate and trust administration

• Special Needs Trusts

• Trust reformation and termination

• Trust disputes and controversies

• Guardianship

• Will contests

• Fiduciary litigation

At Bell Davis & Pitt, we are committed to helping you plan for your family’s future, and making life’s transitions progress smoothly for you and your loved ones.