Skilled Guidance With Estate Planning And Wealth Transfer

Effective estate planning requires both clarity in your goals and close attention to the details needed to accomplish them. At Cameron & Mittleman LLP, our team of accomplished attorneys works with you and your financial advisors to create and implement the right plan for your specific situation.

We serve the needs of individuals, families, business owners, corporate executives and other professionals. We will tailor our work to where you are, where you want to go and how long you have to get there.

Strategic Planning That Is Based On Performance

We employ a number of strategies to help you and your business achieve your wealth transfer objectives. Effective strategy means that we work to protect your assets from creditors while minimizing estate, gift and generation-skipping transfer taxes. We can assist with many facets of estate planning, including:

• Wills and trusts for probate avoidance and estate tax savings
• Powers of attorney for financial matters and for  healthcare
• Special needs trusts for family members with disabilities
• Succession planning for family businesses
• Gift tax returns
• Medicaid planning

Each planning portfolio we create is custom-made for your situation and your objectives. We work one-on-one with you so that you receive the attention, service and confidentiality you and your estate deserve.

Effective Estate Administration

Once you have a plan in place, it is critical to execute on it effectively. Our attorneys advise heirs and family members, as well as individual and institutional fiduciaries, in all aspects of estate administration and wealth transfer.

We are here when you need us in cases that include:

• Probate matters
• Estate tax returns
• Trust administration
• Prenuptial agreements
• Gift tax returns
• Medicaid planning

In these matters, we draw on the talent of not only our estate planning attorneys but also, when appropriate, our attorneys in other areas of the firm to obtain optimal results for our clients.

Get The Dedicated Service You Require

As a firm with an established reputation for success, partnership and versatility, we invite you to connect with our team. Call 401-331-5700 or send us a confidential contact email, and we will be in touch with you promptly.