Services

Condie & Adams, PLLC is a values-driven law firm committed to providing individuals, families and small businesses with personalized, client-centered legal services in estate planning, probate and trust administration, tax planning, and related legal matters.

Estate Planning. Whether designing a first plan or revising an existing plan, estate planning is a dynamic creative process which requires input and participation from the client, the attorney, and often the client’s other trusted advisors. An effective estate plan coordinates the use of powers of attorney, medical directives, wills, trusts, property agreements, and beneficiary designations to produce an efficient, personal and meaningful transfer of wealth.

Probate and Trust Administration. Post-mortem administration of an estate plan involves important tax planning, dispute resolution, trust administration and asset distribution responsibilities to properly carryout the client’s lifetime planning.

Tax Planning. Tax Planning includes the analysis, planning and implementation of appropriate strategies for federal and state estate taxes, gift taxes, generation-skipping transfer taxes, and income taxes on trusts, estates, decedents and beneficiaries.

Charitable Planned Giving. Charitable planned giving leverages your estate planning to benefit humanitarian causes with monetary gifts, transfers of stock or real estate, bargain sales, charitable trusts and other lifetime and testamentary gifting strategies. Charitable giving is a uniquely rewarding aspect of planning an estate.

Closely-Held Businesses. Business succession planning is a critical element of estate planning for owners of closely-held businesses. Business succession balances the transfer of equity and management between current and future owners.

Real Estate. Real estate services include review or preparation of real estate purchase and sale agreements, deeds, lease agreements and related real property issues.