Contacts
Mark A. Langan Nancy K. de Tarnowsky
Practice Profile
Dinse, Knapp & McAndrew, P.C. provides a full range of specialized estate planning, tax, and personal financial services for individuals and business owners throughout Vermont, New Hampshire, and upstate New York. The firm also handles the administration of trusts, probate estates and the preparation of estate, gift and fiduciary income tax returns.
Areas of Concentration
The firm's Estate Planning and Administration practice includes the following areas:
Mark A. Langan Nancy K. de Tarnowsky Practice Profile
Dinse, Knapp & McAndrew, P.C. provides a full range of specialized estate planning, tax, and personal financial services for individuals and business owners throughout Vermont, New Hampshire, and upstate New York. The firm also handles the administration of trusts, probate estates and the preparation of estate, gift and fiduciary income tax returns.
Areas of Concentration
The firm's Estate Planning and Administration practice includes the following areas:
- Estate Planning
The firm offers comprehensive and sophisticated services in the preparation of wills, revocable and irrevocable trusts, specialized trusts designed to maximize the benefits of gifts, such as generation-skipping trusts, qualified personal residence trusts, qualified domestic trusts, irrevocable life insurance trusts, and other similar documents. These documents are prepared with special attention being given to the client's personal, financial and other objectives and are designed to achieve these objectives in a tax advantaged manner. In addition, the firm assists clients in the transfer of assets to their trusts, both to be sure the estate plan is properly implemented and to avoid probate. The firm coordinates business planning and estate planning for closely held businesses by restructuring them in a manner to reduce or eliminate estate and gift taxes by the use of discount valuations through family limited partnerships and family limited liability companies.
In addition, the firm provides planned giving expertise to its clients, including the drafting of charitable trusts, gift annuities, specific bequests and recommendations regarding the making of charitable gifts both during lifetime and at death.
Estate Administration
The firm provides comprehensive services in the administration of estates, including probating estates throughout Vermont, assisting clients in the administration of assets and the payment of expenses on a post-mortem basis and expediting the probate procedure.
Tax Matters
We prepare numerous estate and gift tax returns, including the preparation of returns for large and complex estates, some containing commercial real estate and on-going businesses. In addition, we prepare fiduciary income tax returns for trusts and estates.
Probate and Trust Litigation
In coordination with the firm's large litigation group, we represent both clients and fiduciaries in estate and trust litigation matters, including the interpretation of documents, the resolution of claims, and matters affecting the relationship between a fiduciary and beneficiary.
Corporate Fiduciaries
The firm also regularly provides legal services to several of Vermont's larger corporate fiduciaries, including the interpretation of trust documentation and the resolution of issues affecting fiduciaries and trust and estate beneficiaries.
Charitable Organizations
We also represent numerous non-profit organizations relative to planned giving proposals submitted to them by their donors, including reviewing charitable trusts, gift annuities, pooled income funds and the like. We assist wealthy clients in establishing their own private foundations.