Trusts, Estate Planning and Probate

Bugbee & Conkle, LLP also has extensive experience and expertise in providing a full range of estate planning, business, tax and probate, and estate administration services to our clients. These include:

Personal estate planning and evaluation and preparation of:

  • Pour-over and simple wills
  • Revocable living trusts
  • Generation skipping trusts
  • Irrevocable and other specialized trusts
  • Living wills and durable powers of attorney for health care
  • Financial powers of attorney


  • Administration of estates and guardianships, including:

  • Individual and fiduciary tax planning
  • Distribution planning for IRAs and Qualified Plans
  • Preparation of federal and state estate tax returns and federal gift tax returns
  • Preparation of fiduciary income tax returns and other related tax returns


  • Probate litigation

  • Will contests
  • Estate disputes
  • Trust and non-probate property litigation


  • Business Planning and Business Succession Planning

  • Federal estate, gift and generation skipping tax planning
  • Transfers and family businesses and succession planning
  • Family limited partnerships
  • Buy-sell agreements
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