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Practice Areas > Trusts and Estates

Marks, Golia & Finch, LLP places a strong emphasis on providing clients with customized estate and business succession planning. The firm reviews with clients their desires and objectives, with the goal of devising an estate plan and/or business succession plan which is tailored to each client's unique situation and goals. The firm works with clients to identify and address issues related to estate taxes, liquidity, business succession, and the transfer of wealth to future generations. Marks, Golia & Finch, LLP represents clients in the following areas:

  • Estate Planning

  • Business Succession Planning

  • Charitable Planning

  • Probate and Trust Administration

  • Estate Settlement and Distribution

  • Post-Mortem Planning

  • Estate and Trust Litigation

Due to the firm's representation of construction industry business owners in the firm's other practice areas, and its understanding of the unique issues they face, the firm is particularly well-suited to provide estate planning and business succession planning services to construction industry business owners.






Attorneys Practicing
Trust and Estates:

Danielle C. Humphries

David S. Demian

Allison N. Cooper

 

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