Practice Areas

Estate Planning and probate

Davis & Wilkerson’s Estate Planning and Probate Practice Group provides advice and counsel to individuals and their businesses regarding estate planning and probate for small to medium size estates. We work with you to develop an estate plan that meets your needs and desires for transferring your property and protecting those you care about the most. This typically involves crafting Wills and Trusts, where appropriate, as well as powers of attorney, health care directives, and designations of guardian to accomplish the goals of your particular estate plan. Just as important, we work with you to coordinate your estate plan with the death beneficiaries named in your retirement and investment accounts and life insurance policies.

We also work with owners of small to medium size businesses in succession planning for their business. This frequently involves drafting and implementing Buy-Sell Agreements that provide for the transfer of ownership in the event of death and other contingencies.

In addition, we work with elderly clients or their families to address issues that arise in the later years of life.

Estate Planning

  • Wills and Trusts
  • Instructions on Completing Beneficiary Designation Forms For Life Insurance, Qualified Plans, IRAs and Similar Assets
  • Addressing estate tax issues for medium size estates
  • Succession planning, including Buy-Sell Agreements
  • Elder law planning
  • Powers of attorney
  • Health care directives
  • Designations of guardian