Personal service and attention to individual, business, and family circumstances are hallmarks of Baird Mandalas Brockstedt & Federico’s estates & trusts practice. We serve a broad spectrum of clients from individuals and families to closely-held business owners and clients with special needs. Our trusts and estates practice includes all aspects of estate planning, estate administration, business succession planning, fiduciary advice, and fiduciary litigation. Our firm’s clients receive comprehensive and highly individualized attention to their estate-planning needs.
We work closely with investment advisors, accountants, insurance professionals, and bank representatives to develop coordinated and comprehensive estate plans. After determining our client’s needs we craft an estate plan using the appropriate tools including wills, trusts, powers-of-attorney, succession plans, and advanced health-care directives. Our goal with each estate plan is to ensure that our client’s wishes are carried out in an orderly and tax-efficient manner.
Our estate lawyers also assist and advise executors and trustees in the settlement of estates and the administration of trusts. We also represent both fiduciaries and beneficiaries in disputes involving guardianships, will contests, will and trust interpretation, and breaches of fiduciary duties. Our approach to resolving disputes is outcome oriented while preserving the family dynamic whenever possible.