Trusts & Estates

Crafting trust and estate strategies that protect you and your loved ones requires a keen awareness into the intricacies of estate and tax laws. We can help you prepare for your future, creating plans that reflect your values, protect your beneficiaries, and coordinate tax details.

At Sands Anderson, our Trust and Estate Planning team brings more than 100 years of experience supporting families, beneficiaries, and individual and corporate fiduciaries. Whenever you have questions or concerns, we’ll provide the perspectives and resources you need to create sound strategies.

To support your goals, our Trust and Estate Planning team focuses on three key areas:

Estate Planning
Estate & Trust Administration
Probate & Chancery Litigation

Related Services

Estate Planning

Whatever estate goals you’re pursuing, we can help you create the legal outcomes you seek — while minimizing any tax liabilities that could affect you. We’ll work closely with you to address your unique estate needs, so we can reflect your priorities across our legal guidance. Our estate planning services can support you with:

Protecting your beneficiaries from divorce, lawsuits, and other threats
Drafting wills and trusts to provide for children and others
Planning for the care of minors or others with disabilities
Conducting succession planning for a family business
Implementing tax planning to help minimize or avoid estate and gift taxes
Counseling on life insurance in estate and business planning
Counseling on avoiding probate

Estate & Trust Administration

Our team stands ready to serve as your fiduciary or represent your fiduciary, beneficiary, creditor, or other entity connected to your estate. Our goal is to provide the diligent legal protection that helps you come out ahead with services that include:

Advising fiduciaries on all aspects of estate and trust administration, spousal rights and liability, and properly paying estate obligations
Assisting fiduciaries in obtaining relief from further liability when distributing the estate
Obtaining tax-qualified status for charitable trusts or foundations
Preparing estate tax– and fiduciary income tax returns
Representing the Estate or Trust before the Internal Revenue Service on valuation and other tax issues

Probate & Litigation

The decisions you make at the time of probate can significantly ease your administration burden or even reduce your litigation potential. Sand Anderson can help guide you through this process with efficiency and care. Our Probate & Litigation services include:

Representing trustees and beneficiaries seeking modifications or early termination of Trusts
Estate litigation for advice and guidance to construe the will or trust or determine other issues in the administration of the estate or trust
Representing creditors or claimants in litigation involving estates
Determining and enforcing spousal rights
Representing litigants in claims of breach of fiduciary duty