Private Client Services

Gallagher, Callahan & Gartrell represents high net worth individuals, elderly and disabled clients, and financial institutions in matters related to trusts and estates, wealth preservation and transfer tax planning, and probate litigation. We draw upon our depth and breadth of experience and knowledge to provide our clients with personalized attention, expert legal advice and the highest quality of service.

We work closely with individuals to accomplish their goals and objectives relative to trust and estate planning and wealth preservation, and also with financial institutions to assist them in executing their duties as fiduciaries of trusts and estates and as advisors to individuals.

Our services include, but are not limited to:

• Preparing wills, trusts, powers of attorney, and other estate planning documents
• Ensuring the client’s assets are accessible, protected, and distributed according to their wishes
• Reducing probate costs and estate and inheritance taxes
• Optimizing business succession
• Developing gift and estate tax plans
• Preparing gift and estate tax returns
• Establishing irrevocable trusts, including life insurance trusts, QPRT’s, GRAT’s, and special needs trusts
• Administering estates and trusts
• Petitioning the Probate Court to reform or interpret trusts
• Litigating will contests and other trust and estate disputes
• Assisting with public benefits such as Medicaid and SSI – planning, applications and appeals
  

Attorneys in our Trusts and Estates practice and Taxation practice draw upon their own experience as well as the experience of our corporate, real estate and banking attorneys to ensure the highest quality of service in all aspects of the trust and estate planning and administration process.

To learn more about our services and how we can help you to plan for the future, please contact Attorney Jan Myskowski.