Estate & Asset Planning

Coon & Cole’s estate planning practice assists individuals, families and businesses in a wide variety of tax and estate planning issues.  The attorneys provide practical and thorough representation for clients in working to strike an appropriate balance between preserving a client’s wealth and planning for the management and distribution of his or her estate, while at the same time seeking to minimize any tax burden on the client.

 

The services of the firm include the preparation of simple or complex wills, advance medical directives, powers of attorney, business succession planning and, where appropriate, a wide range of trusts, including revocable, irrevocable, testamentary, domestic, offshore and special needs.  The firm also helps to manage clients’ assets and assists in the probate or other administration of their estates.

 

The attorneys at Coon & Cole understand that a client’s estate plan is not a “one and done” event but is actually an ongoing conversation that merits revisiting as the law changes and a client goes through different life stages and as their circumstances change.  The firm does not believe in “cookie-cutter” estate planning but instead seeks to tailor clients’ plans to their individual needs.

 

Once a client’s estate plan is designed and prepared, Coon & Cole integrates that plan with other appropriate areas of its comprehensive practice, including the transfer of title, and business reorganization and/or restructuring.

 

The firm focuses on wealth preservation and keeps its clients aware of changes in federal, state, and local tax laws that are relevant to his or her estate.  The firm also represents clients in resolving tax matters, including disputes, appeals, audits, rulings, and administrative proceedings.

 

Coon & Cole routinely serves as counsel to personal representatives and beneficiaries in the probate process before the Orphans’ Court, and as trustee or counsel for the trustee of the trusts our clients settle.  It also represents businesses and individuals in making claims against probate estates.