Trust and Estate Planning
Wills | Trusts | Business Succession Planning
Estate Planning
Our Estate Planning group is committed to helping individuals and families secure their legacies and ensure their wishes are carried out. We offer comprehensive estate planning services tailored to your unique circumstances. Our experienced attorneys provide expert guidance on wills, trusts, advanced directives, powers of attorney, and more. Whether you have a modest estate or complex assets, our goal is to help you create a well-crafted plan that protects your loved ones, minimizes taxes, and provides peace of mind for the future.
Probate
The probate process can be complex and emotionally challenging during an already difficult time. Our Probate attorneys are dedicated to guiding families through the legal process of administering a loved one's estate after their passing. We offer compassionate support and expertise to executors, administrators, and beneficiaries, ensuring that the deceased's wishes are carried out efficiently and in accordance with the law. Our goal is to ease the burden on families by navigating the probate process with professionalism and sensitivity.
Trust Administration
Administering a trust requires attention to detail and compliance with legal obligations. Our trust attorneys assist trustees in fulfilling their responsibilities while protecting beneficiaries' interests. We provide guidance on asset management, distributions, tax reporting, and more. Our experienced team ensures that the trust is administered in accordance with the grantor's intentions and applicable laws, aiming to streamline the process and provide transparency to beneficiaries.
Trust Planning
Effective trust planning is essential for individuals seeking to protect assets, minimize taxes, and ensure a seamless transfer of wealth. Our trust attorneys offer tailored solutions to create and manage trusts that address your financial goals and family dynamics. Whether you're interested in revocable living trusts, irrevocable trusts, or special needs trusts, our experienced attorneys work closely with you to design a plan that safeguards your legacy and provides for your loved ones' future needs. We strive to create comprehensive trust structures that align with your wishes and provide financial security for generations to come.
Business Succession Planning
Transitioning a business to the next generation or preparing for its continuation after your departure requires careful planning and foresight. Our business attorneys are dedicated to helping business owners develop comprehensive strategies for a smooth transition of ownership and leadership. Whether you're passing the business to family members, key employees, or exploring external sales, our experienced advisors work closely with you to create a tailored succession plan. We address legal, financial, and operational aspects to ensure the business's continued success while minimizing disruptions and tax implications. Our goal is to help you leave a lasting legacy and ensure the ongoing prosperity of your business.
South Dakota Trust Planning & Administration
At Halbach | Szwarc, our team has experience working with your personal attorneys, CPAs, financial advisors, and trustees to craft and administer your South Dakota trust. We regularly work with many of South Dakota's premier trust companies to assist client around the country and around the world to establish and administer South Dakota trusts.
Trust & Estate Planning Team
Client Centered Approach
At Halbach | Szwarc Law Firm, we understand that estate planning is a deeply personal and sensitive matter. Our attorneys take the time to listen to our clients' goals, concerns, and family dynamics, ensuring their wishes are understood and properly incorporated into their estate plans.