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Estate Planning & Taxation

Asset protection and estate plans

Connor, Weber & Oberlies' Estate attorneys work primarily with individuals in a wide variety of estate, wealth transfer and asset protection matters.  The firm also performs comprehensive business and succession planning for family-owned and closely held businesses.  Estate and Taxation practice includes:

  • Preparation and modification of wills and trusts
  • Estate and trust administration
  • Asset protection
  • Medicaid and long-term care planning
  • Long-term elderly care planning
  • Probate
  • Federal and State income tax consultation and preparation
  • Preparation of powers of attorney (general and medical)
  • Preparation of advanced healthcare directives
  • Retirement planning

 

Everyone must carefully plan to ensure their assets and estates pass to the proper party. The attorneys of Connor, Weber & Oberlies record your wishes and take steps to avoid unnecessary taxation.

Discuss your needs with a member of the firm’s legal staff by contacting an estate planning lawyer. Connor, Weber & Oberlies can address your concerns about death taxes and prepare an estate plan that suits your circumstance.

In recognition of their legal work, Martindale-Hubbell has given Connor, Weber & Oberlies an  AV® rating *.

Distinctive estate planning services
Lawyers at Connor, Weber & Oberlies remain abreast of changes in estate codes, federal and state, to prevent the courts from diverting assets to address taxes.  The staff uses a diverse combination of experience to evaluate each client’s goals and modify plans when those goals change. 

This allows the firm to develop personalized plans that address the needs of each individual person and form an effective means of reaching his or her goals.  Discuss your estate plan objectives with a member of Connor, Weber & Oberlies to understand the benefits of timely estate consideration.

*AV®, BV® and CV® are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.