Estate Planning / Trust and Estate Administration 
Freeman, Cotton & Gleeson provides sophisticated estate planning services to business owners and executives, their families and other high net worth individuals. We offer innovative strategies for the accumulation, preservation, and disposition of family wealth and the sheltering of assets from income, estate, gift and generation skipping transfer taxes. We also assist fiduciaries in handling the legal and tax complexities of trust and estate administration.
Estate Planning Services:
- Advise fiduciaries on estates and trusts
- Business succession planning
- Buy-sell agreements
- Charitable lead and charitable reminder trusts
- Discount valuation planning
- Estate plans:
- Wills- Revocable trusts- Powers of attorney
- Advance medical directives
- Family limited liability companies and limited partnerships
- Funding “living trusts”
- Generation-skipping trusts
- Irrevocable life insurance trusts
- Lifetime gift planning
- Planning for retirement plan benefits
- Pre-marital agreements
- Qualified personal residence trusts
- Estate and Trust Administration Services:
- Post mortem tax planning
- Preparation of estate tax returns
- Preparation of fiduciary income tax returns
- Probate procedures and documents
- Will contests and beneficiary controversies
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