Broad experience. Regional focus.

Belleville 618.234.9800
Edwardsville 618.656.2244

Estate Planning Attorneys Serving Belleville, Edwardsville, Nashville And St. Louis

Estate Planning

At Mathis, Marifian & Richter, Ltd., our estate planning lawyers begin by understanding you, your family, your financial situation and your unique and individualized needs. That is why it's called "planning." We work directly with you in planning the transition of your estate to the next generation. Whether you have a family member with special needs, require assistance in transitioning your family business to the next generation or simply seek to minimize the potential tax burden to your heirs, our estate planning attorneys have the knowledge and experience to meet the unique and varied needs of a diverse clientele.

We work closely with clients to determine their estate planning goals and to develop and implement an effective and comprehensive estate plan. From wills and powers of attorney to trusts and other sophisticated planning tools, we design and implement a broad range of solutions based on the individual needs of each client. MMR has proven experience in the administration of every aspect of estate planning, including:

  • Wills
  • Trusts
  • Special needs trusts for disabled beneficiaries
  • Charitable gift planning
  • Estate tax planning
  • Post-mortem estate planning
  • Business succession planning
  • Buy-sell agreements
  • Guardianships
  • Gift planning
  • Probate administration

Dedicated Wills And Trusts Lawyers Protecting Your Future

MMR attorneys represent clients in the administration of probate estates and in the post-death administration of trusts, including the filing of estate, gift and income tax returns. Our attorneys frequently represent clients in probate litigation, including will contests, actions for tortious interference with inheritances and probate claims.

We also routinely represent clients before the Internal Revenue Service in various matters, including estate and gift tax audits, appeals and Tax Court litigation, and submission of letter ruling requests regarding proposed transactions and issues. MMR attorneys belong to a variety of estate planning organizations, including the American College of Trust and Estate Counsel, the Estate Planning Council of St. Louis, the American Bar Association and the Trust and Probate Section of The Missouri Bar, and they have served on the Estate Planning Section Council of the Illinois State Bar Association. They are also frequently invited to speak at estate planning seminars and routinely conduct in-house presentations and group discussions on recent developments in estate planning.

Attorneys in the estate planning practice group frequently work with other members of the firm in connection with litigation, real estate matters, employee benefits issues and corporate transactions.

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To speak with an experienced estate planning attorney from Mathis, Marifian & Richter, Ltd., contact our Belleville office at 618-234-9800 or our Edwardsville office at 618-656-2244.

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