Trusts & Estates


William P. Holm | Michael L. Landsman | Steven E. Glass | Melissa K. Lee

Whether you are making critical advance decisions about your own life’s end, considering protection or distribution of your assets, dealing with the aftermath of a loved one’s death or managing affairs entrusted to you, proactive legal support is essential. Holm & O’Hara LLP’s trusts and estates practice helps create effective estate plans to ensure that your wishes are honored for both your life and your assets. In addition to the basics – wills, durable powers of attorney, advanced directives and healthcare proxies – we can help you determine which trust structures might be strategically useful in meeting your objectives. We also work closely with heirs, trustees and fiduciaries to assure timely filing of various compliance and tax documents, provide legal representation in contested estates and address the complex administration issues involved when an estate includes commercial property.

We Provide

Fundamental estate planning

  • Wills
  • Advanced directives
  • Healthcare proxies
  • Durable powers of attorney

Trust creation and implementation

  • Irrevocable Life Insurance Trusts (ILIT)
  • Charitable Remainder Unitrusts (CRUT)
  • Grantor-Retained Annuity Trusts (GRAT)
  • Living trusts

Strategic estate planning

  • Family limited partnerships
  • Family foundations
  • Charitable organizations

Estate and trust administration

  • Probate
  • Estate tax returns
  • Fiduciary accounts
  • Representation during IRS proceedings, including estate tax audits
  • Representation in Surrogate’s Court, including accounting proceedings and probate contests
  • Real estate management

Our Clients

  • Commercial real estate investors and their estates
  • Estate executors
  • Fiduciaries
  • Trustees
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