Trusts & Estates

Overview

At Marshall Melhorn we understand that each client deserves personalized planning from experienced attorneys.

Planning for the future of that unique estate requires sensitivity and attention to family, financial, and legal considerations. Our Attorneys take the time to work with clients on a personal level to help ensure that each client’s goals can be met.  

Our Trusts and Estates Group takes a client-focused approach to the rational use, protection, and disposition of assets.  As a firm, we tailor our estate plans to focus on each client’s individual circumstances. Whether that means planning for retirement, preparing wills or trusts, administrating estates, or contesting wills or trusts of a loved one, our Trusts and Estates Group has the experience to help you achieve your estate planning goals. 

Our attorneys are part of a full-service law firm that can help our clients with business succession planning, tax return preparation, asset management, and retirement benefits planning. The resources of a full-service law firm allow us to formulate an estate or gift plan to protect you and your family, your business and assets. Our firm’s attorneys have years of experience preparing families for a brighter and more secure future. At Marshall Melhorn, we strive to provide our clients a better experience.

Services Offered

  • Adoptions
  • Business Succession Planning
  • Charitable Planning
  • Estate and Trust
  • Fiduciary Litigation
  • Gifting
  • Guardianships
  • Income Tax Planning and Compliance
  • Irrevocable Trust Modification and Termination
  • Living Wills and Healthcare Directives
  • Long Term Care and Medicaid Planning
  • Power of Attorneys
  • Probate Administration
  • Special Needs Planning
  • Trust Counsel Services
  • Trustee Support Services and Corporate Fiduciary 
  • Veterans Affairs
  • Wealth Preservation and Asset Protection Planning
  • Wills & Trusts