Trusts & Estates

Trusts & Estates

At Gallet Dreyer & Berkey, LLP we offer highly sophisticated, personalized advice regarding estate planning, business succession, and related matters. Our attorneys have decades of experience helping families preserve wealth, protect dependents, and ensure smooth transitions from one generation to the next. Additionally, if you are involved in a dispute involving an estate, we offer aggressive, intelligent estate litigation services.

Our Services

Estate Planning – We will work with you to develop a plan that minimizes your estate tax burden and passes on your wealth in a way that addresses the unique needs and concerns of your family.

Succession Planning – We will help you create a plan that ensures that your business interests are properly cared for after your passing.

Post-mortem Planning – We assist families in rearranging their affairs after the death of a loved one in order to lower the family’s estate tax burden.

Document Preparation – We offer highly skilled preparation of documents including wills, trusts, ILITs, GRATs, QPRTs, charitable trusts, living trusts, health care proxies, living wills, and durable powers of attorney, among others.

Estate Administration – We represent executors, administrators, and trustees in the administration of estates and trusts. This includes handling the probate petition, preparation, and filing of estate tax returns, preparation of income tax returns for the estate or trust, assistance in resolving creditors’ claims, and the preparation of formal and informal accountings.

Estate Litigation – Working with our litigation practice group, we offer skilled, aggressive representation to executors, administrators, creditors, and heirs who are involved in a dispute over an estate.

Why Use Us

Our firm’s trusts and estates team distinguishes itself in the following ways:

Leadership – Our trusts and estates practice is led by Seymour D. Reich, a veteran attorney who is considered to be among the area’s leading attorneys in the field of estate planning and the administration of estates and trusts.

Tax Experts – Tax law is one of our firm’s core competencies. As a result, we are able to offer our clients the most sophisticated tax-saving advice.

Personalized Approach – We recognize that every family’s circumstances are unique. We take the time to learn about your needs and concerns in order to formulate a customized solution that works for you.

Team Approach – At Gallet Dreyer & Berkey, LLP, we have created a culture where our attorneys work together as a tightly-knit team. This means that we can quickly and easily draw upon the specialized expertise of attorneys in the firm’s various practice areas including real estate, litigation, banking, and international, among others.