Wills & Estates

 
Individualized Attention

Planning for the distribution of an estate is a very personal and important activity. At Leonard, O’Brien, Spencer, Gale & Sayre, Ltd., we recognize that the needs of each individual or couple are unique, and therefore we work very closely with each client to make certain that the estate plan is tailored to meet the client’s specific needs.

We prepare estate plans which fit the desires of our clients, whether simple or complex. Our goal is to ensure that their property is ultimately distributed the way that they desire, with the best possible tax consequences, given the circumstances. We also pride ourselves on delivering this service at a very reasonable cost.

Client Services                                                   

Our clients are individuals with estates ranging from modest to very substantial.  We have helped them design the following:

  • Simple Wills
  • Trust Wills for Minor Children
  • Tax Planning Wills and Trusts
  • Revocable Trusts
  • Irrevocable Trusts
  • Asset Transfers
  • Supplemental Needs Trusts
  • Estate Plans to Avoid Probate
  • Family Limited Partnerships
  • Charitable Trusts

In addition, we have extensive experience in:

  • Probate Administration
  • Estate Tax Returns, from Preparation through Audit
  • Guardianship and Conservatorship

Michael R. O’Brien, Chairman of our Estate Planning/Probate Department, has been working in this area since 1975.   In addition to his Juris Doctorate Degree, he has a Master of Business Taxation Degree from the University of Minnesota, has taught the Estate and Gift Tax course in the University’s Master of Business Taxation program and has lectured at numerous continuing legal education seminars and other seminars and meetings.

The mission of our Estate Planning/Probate Department is to provide the best and most cost-effective estate planning and probate services available, on a personalized basis, for matters of all size.

At Leonard, O’Brien, Spencer, Gale & Sayre, Ltd., we believe we have the capacity and knowledge to provide very prompt, individualized service in an efficient, cost-effective manner. If you need assistance with an estate planning or probate law matter, or would like additional information about our firm, please contact us.