Estate Planning

Gravel & Shea engages in all facets of estate planning from drafting wills and trusts in order to minimize federal estate and gift taxes and to avoid probate to considering and implementing more sophisticated planning involving family partnerships and limited liability companies, long-term trust arrangements, sales and other transfers to trusts and valuation strategies. We also help clients engage in sophisticated charitable planning with foundations, charitable remainder trusts, charitable lead trusts and other vehicles. We have many years of experience in dealing with the taxing authorities and pride ourselves on staying up to date on the latest issues in estate and gift planning.