Estate and Trust Planning

Estate and Trust Planning

Barbich Hooper King Dill Hoffman assists its clients so they can protect their assets and manage their family wealth. The complex responsibilities associated with the administration of estates can be overwhelming and we have the expertise to ease this burden.

We can provide a broad range of services and expertise to assist clients in all aspects of estate planning from design, implementation, and administration. Our highly trained professionals work with the goal to minimizing the impact of gift, estate, and generation-skipping taxes by utilizing sophisticated strategies to achieve asset protection, business succession, wealth transfer and wealth preservation goals.

Planning starts from a review of your current estate plan, a computation of the estimated tax based on the current plan and finally recommendations on modifications to your current plan to minimizing the impact of gift, estate, and generation-skipping taxes. We work with our client and their estate attorney to implement the modifications.