Practices

Trust and Estate Planning

The Keel Group’s sophisticated yet practical approach to estate planning assists clients in planning for and implementing asset transfers in efficient and tax advantageous means during life and at death. The Keel Group regularly advises clients on:

  • Minimizing estate, gift, generation-skipping and income taxes
  • Planning for Succession for closely held businesses
  • Designing and maximizing Charitable giving strategies
  • Establishing Exempt organizations to achieve personal, family, and business objectives
  • Administering estates and trusts

The Keel Group regularly supports clients by preparing:

  • Wills and trusts
  • Living Trusts
  • Marital Deduction Trusts
  • Generation-Skipping Trusts
  • Trusts for Minors
  • Special Needs Trusts
  • Personal Residence Trusts
  • Agency documents
  • Durable Power of Attorney
  • Advance Medical Directives
  • Living Wills
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Gift Annuity Agreements
  • Private Foundation Documents