Our representation offers more than traditional document preparation services. We work collaboratively with each client to develop plans that are tailored to the client’s personal, family, financial, and business planning goals.  We also work closely with our client’s professional advisors, including accountants and financial planners, to develop estate planning strategies and solutions that achieve the client’s objectives.

Our plans unite practical legal advice with the client’s objectives to promote efficient management of assets, minimize tax exposure, protect assets, and create legacies.  We can assist with a range of estate planning strategies, including special needs planning, dynasty trusts, life insurance trusts, and charitable giving.

If estate tax planning is required, we will aid our clients in developing a plan to utilize all available exceptions, exemptions, and exclusions from the estate tax.  Such planning will typically include trusts, life insurance arrangements, gifting programs, intra-family sales, charitable trusts, and private foundations. Where appropriate, we also explore emerging areas of tax and land succession planning, including conservation easements, wetlands mitigation, and transfer or purchase of development programs, all of which offer a myriad of tax and estate planning benefits.

Troxell Leigh P.C. stands ready to assist our clients and their families in the event of death or disability or if trust administration is necessary.  To this end, the firm offers a wide variety of fiduciary and estate administration services to aid in the management of a deceased or disabled client’s estate.  

Using a collaborative approach, we will counsel the client with regard to tax planning for the estate and assess litigation risk in our fiduciary representation.  We also have relationships with a broad spectrum of professional advisors, including investment advisors and money managers, appraisers, accountants, and actuaries, to aid the trustee or executor in administration.

We provide legal services for:

• Wills
• Revocable Trusts
• Powers of Attorney
• Medical Powers of Attorney
• Advance Directives
• Special Needs Trusts 
• Guardianships and Conservatorships
• Planning for Blended Families
• Marital Trusts
• Conduit and Accumulation Trusts for retirement plans
• Dynasty Trusts
• Life Insurance Trusts
• Irrevocable Trusts for Gifting
• Planning for Generation Skipping Transfers
• Planning for Parents with Minor Children
• Pet/Animal Trusts
• Planning for Probate Avoidance
• Residence Trusts
• Business Trusts
• Estate Planning for Non-U.S. Citizens
• Funding of Revocable and Irrevocable Trusts