Trusts, Estates, Gifts, Income Tax Planning

Reno & Zahm LLP counsels individuals and corporate clients in the development and implementation of all elements of estate and succession planning. The legal instruments that we prepare are designed to secure our clients’ objectives, as well as fulfill post-mortem tax planning measures. We give careful consideration to buy-sell agreements, life insurance matters, marital deduction and credit shelter trusts, QTIP trusts, and related estate planning techniques. We advise our clients in estate and trust administration, retirement income planning, disability planning, and premarital property issues.