Guidance in Estate Planning and Administration

Navigating the intricacies of estate planning and administration is made smoother with Smith Schafer Davis LLC. Reach out to us to explore how we can streamline these complex processes, ensuring your legacy is secured and bringing you peace of mind. Our team is well-versed in assisting with personalized estate plans, managing post-death estate and trust administration, resolving estate and trust disputes, aiding in charitable planning and nonprofit organization formation, and offering strategic business succession planning. Let us be your guide through every step, ensuring a comprehensive and thoughtful approach to your estate planning needs.

Estate Planning

At Smith Schafer Davis, we focus on creating personalized estate plans. Working closely with our clients and their advisors, we ensure that each plan aligns with their unique objectives. Our services cover a range of needs, from asset protection and legacy planning to future healthcare preparations, providing thorough guidance at every stage.

Estate and Trust Administration

Our involvement extends to guiding executors and trustees through the complexities of post-death administration. This includes managing probate proceedings, interpreting legal documents, preparing tax returns, and exploring tax planning opportunities post-death. Our aim is to facilitate a seamless and compliant estate and trust settlement and distribution.

Estate and Trust Disputes

We handle estate and trust disputes with care and proficiency. Our team represents fiduciaries and beneficiaries in various legal conflicts, including will and trust contests, construction, reformation suits, and other litigation and probate aspects. Our approach focuses on effective resolution while respecting the original intentions of the will or trust.

Charitable Planning and Nonprofit Organizations

Our firm assists clients in realizing their charitable goals. We help in setting up charitable trusts and nonprofit corporations, providing ongoing legal support. Beyond establishment, we continue to advise these entities, focusing on maintaining their tax-exempt status and ensuring compliance with legal and operational requirements.

Business Succession Planning

We offer comprehensive succession planning services for owners of closely held businesses. Our team is dedicated to maintaining and enhancing the value of your business, designing strategies for smooth transitions to family members, management teams, or third parties. We also prepare for unforeseen events such as the untimely death or disability of an owner, ensuring the business's continuity and security.