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Estate Planning & Probate

Our firm’s Estate Planning and Probate practice serves as a partner and resource for our clients.

We counsel and advise individuals, families, charitable organizations, trustees and executors facing decisions about disposition of assets, estate and gift taxes, and related family dynamics.

We guide our clients through their most personal and impactful legal decisions, safeguarding legacies and providing peace of mind.

WKPZ offers comprehensive estate planning services tailored to each client’s needs. Our seasoned attorneys assist in drafting wills, revocable trusts, and ancillary documents, as well as in structuring lifetime trusts, limited liability companies, and family limited partnerships. Our team further specializes in advising on detailed wealth preservation strategies and advanced asset protection techniques.

Our charitable planning capabilities are robust. We guide clients through lifetime and testamentary charitable giving plans and assist in establishing charities, private foundations, donor-advised funds, and charitable trusts. Additionally, we provide strategic business succession planning services. We facilitate ownership transition discussions, evaluate strategic exit pathways, and draft customized buy-sell agreements alongside other vital business contracts.

Attorneys

Marilyn S. Sims

Shareholder

Paul D. Strug

Shareholder

Jordan J. Marin

Associate

Abby K. Newton

Associate

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