Estate Planning & Probate

Caldwell East & Finlayson offers a full range of estate and trust legal services for individuals and fiduciaries. Our attorneys possess an in-depth knowledge of the legal, tax, and personal issues that often accompany planning and probating an estate. Individuals and families depend on the trust and estate attorneys at CEF to manage the complex task of estate planning. We understand all aspects of estate planning, from transferring the closely held business to the next generation, to planned giving with an emphasis on minimizing estate and gift taxes.

Our estate planning practice includes:

  • Preparation of wills, trusts and family partnerships

  • Marital property agreements

  • Asset preservation

  • Charitable and family gifts

  • Various other financial planning transactions

Our experience in drafting wills, various types of trusts, medical powers-of-attorney, living wills, and durable powers-of-attorney ensures that our clients' last wishes are carried out.

THE ESTATE PLANNING & PROBATE TEAM

Valerie Van Courtlandt

J. Alex Garcia III