Estate Planning Services

The estate planning attorneys at Cleveland, Waters and Bass, PA, work closely with our clients to design estate plans that will facilitate an efficient transfer of assets to heirs, minimizing as much as possible administrative and tax burdens.

We emphasize avoidance of probate court involvement (when appropriate), leveraging of federal and state gift, estate and generation-skipping transfer tax exemptions, leveraging of basis for capital gains tax purposes, effective business succession planning based on a firm-wide commitment to representing closely-held business owners and anticipation of special concerns such as those faced by families with disabled children or children facing creditor issues or potential claims by a divorcing spouse.

We also focus on navigating difficulties presented when life events arise before planning has occurred by handling estate administration and estate-related litigation in the appropriate courts, and by handling the administration of trusts outside the courts whenever possible.  We also emphasize special needs trust planning and planning for public benefits such as Medicaid and SSI.

Please see our full services description on our Trusts and Estates Law page on the Cleveland, Waters and Bass, PA website.