Estates, Trusts & Guardianships
Small enough to care.
Our lawyers represent a wide array of clients and fiduciaries in estate, trust and guardianship matters, ranging from those with basic estate planning needs to clients with substantial assets and complex circumstances. Sharit, Bunn & Chilton counsels clients regarding the disposition of property upon death, asset protection, succession planning, long-term asset management, lifetime gifting, guardianships and the use and enjoyment of property during one’s lifetime, including tax and retirement planning and charitable giving.
We tailor each client’s estate plan based upon their individual needs and objectives, being mindful of the ever-shifting legal and tax environment. Our lawyers work closely with clients and their accountants and financial advisers to ensure each need is addressed efficiently.
Our strategies and planning tools are dictated by the needs of each client. A simple will, power of attorney, health care surrogate and advance directive may be the right fit in some situations, while others call for revocable or irrevocable trusts, qualified personal residence trusts, family limited liability companies, family limited partnerships, charitable remainder unitrusts, or grantor retained income or annuity trusts.
In addition to planning, the firm’s attorneys regularly assist, advise and advocate for clients regarding:
- Probate petitions, the identification of creditors, heirs and beneficiaries, and the marshaling and distribution of assets
- Estate and trust administration
- Trust and probate litigation
Charles R. Chilton and Robert C. Chilton have over 50 years of combined experience in handling probate, trust, guardianship and estate matters, large and small, simple and complex. The firm’s lawyers also bring vast experience to, and stand ready to assist clients with, disputes over how a decedent’s property, or that of a ward, is handled and distributed.