Trusts & Estates

Your Future Is Safe

Whether for a business or individual, wealth preservation for future generations requires knowledgeable trust planning and estate tax minimization strategies. Sechrest & Bloom has extensive experience with trust & estate planning which includes succession planning, business continuity plans, charitable trusts, estate tax returns and more. With proper trust & estate planning, you can be confident your beneficiaries will receive assets with minimum taxation and at maximum ease. Our services span:

  • Business continuity planning
  • Charitable trusts
  • Estate planning
  • Estate tax returns
  • Gift tax returns
  • Succession planning
  • Trust planning
  • Trust tax returns

When needed, we work with a network of attorneys and other professionals to meet your goals in the following areas:

  • Asset protection planning
  • Charitable planning
  • Elder care planning
  • Estate planning documents
  • Medicare / Medicaid planning
  • Real estate planning
    • Homestead exemptions
    • Nominee real estate trusts
    • Considering the proper ownership for your real estate
  • Special needs planning