Trusts + Estates

Thoughtful Estate Planning for Lasting Peace of Mind

Our trusts & estates team delivers comprehensive estate planning to protect your wishes, family, and assets. We create tailored plans focused on probate avoidance, tax efficiency, asset protection, & long-term care.

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What Our Culture Looks Like in Action

Coordinated Planning

Coordinated strategies beyond basic wills and trusts.

Asset Protection

Planning for long-term care and tax efficiency.

Courtroom Advocacy

Clear directives for financial and medical decisions.

Probate Experience

Guidance through estate and guardianship administration.

Why choose Barton Gilman for trusts and estates?

Drafting revocable trusts, wills, and durable powers of attorney.

Advising on Medicaid and long-term care planning strategies.

Minimizing estate and income tax exposure.

Guiding families through probate and guardianship proceedings.

Assisting with business succession and non-probate asset planning.

Our trusts and estates team supports families across every stage of planning

Incapacity & Healthcare Planning

Preparing health care proxies, HIPAA authorizations, and financial powers of attorney.

Revocable Trusts & Wills

Structuring estate plans that reduce probate costs and ensure orderly distribution.

Elder Law & Medicaid Planning

Protecting assets while planning for potential long-term care needs.

Probate & Estate Administration

Managing court proceedings following incapacity or death.

Business Succession & Tax Planning

Developing strategies to preserve family businesses and reduce estate tax burdens.

Representative Successes

How we work

Simplifying Your Journey

Case Evaluation

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We start by examining the trial record to uncover viable grounds for appeal and define a strong foundation.

Review transcripts, filings, and rulings

Identify legal errors and procedural issues

Evaluate likelihood of success on appeal

Strategic Planning

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Every appeal needs a tailored game plan. We map out the approach with clarity and purpose.

Outline key legal arguments and priorities

Select the right appellate court and timing

Coordinate with trial counsel when needed

Writing & Filing

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This is where precision matters most. We craft compelling briefs rooted in law, facts, and persuasion.

Draft clear, concise appellate briefs

Support arguments with strong proofs

Handle all court filings and deadlines

Argument & Decision

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We stand before the appellate bench to advocate with focus, credibility, and confidence.

Deliver persuasive oral arguments

Address judges’ questions with clarity

Keep clients informed and prepared

How we work

Simplifying Your Journey

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Strategic Planning

Develop coordinated estate and incapacity planning strategy
Evaluate trust structures, tax considerations, and asset protection options
Align planning with retirement accounts, insurance, and business interests

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Ongoing Support

Update plans in response to life events or regulatory changes
Provide guidance on trust administration and fiduciary duties
Offer continued counsel on wealth transfer, business succession, and estate preservation

Estate Planning Assessment

Review assets, beneficiary designations, and existing documents
Identify planning priorities including tax, incapacity, and legacy goals
Assess potential probate and long-term care considerations

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Implementation & Advocacy

Prepare wills, trusts, powers of attorney, and healthcare directives
Establish fiduciary roles and succession frameworks
Support probate and non-probate administration where needed

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Let’s Talk —

We’re Ready to Help

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