Estate planning and administration is crucial in passing on accumulated wealth while avoiding excessive taxes.  Brock Clay is experienced in the steps needed to protect your assets.  Among the services that we offer are the following:

• Wills
• Revocable Trusts
• Estate & Gift Tax Planning
• Planning for Incapacity
• Probate & Estate Administration
• Charitable Planning
• Irrevocable Life Insurance Trusts
• Family Limited Partnerships
• Qualified Personal Residence Trusts
• Grantor Retained Annuity Trusts
• Guardianships for minors and incapacitated adults

Brock Clay prides itself in offering personal attention and understanding when handling these delicate matters. We handle older generation clients planning for accumulated wealth and capacity issues to younger generations creating their first estate plans.

We also handle additional complex aspects of estate planning such as:

• Irrevocable Gifting Trusts
• Generation Skipping Transfer Tax Planning
• Charitable Remainder Trusts
• Special Needs Trusts
• Private Foundations
• Qualified Sub-Chapter S Trusts
• Retirement Plan Trusts
• Qualified Domestic Trusts.

In that the event that estate planning was not handled prior to a loved ones death , Brock Clay also offers post-mortem planning solutions. For instance, we provide:

• Petition to Probate Will (testate estate)
• Petition for Letters of Administration (intestate estate)
• Record-keeping and accounting
• Disclaimers and Renunciations
• Executor's Deed of Assent
• Petition for Year's Support
• Preparation and filing of estate tax returns and fiduciary income tax returns
• Collection of life insurance proceeds and retirement plan benefits
• Post-mortem tax planning and funding of trusts
• Petition for Discharge and closing the estate