Estate Planning & Taxation

   Palmer & Gray is committed to providing effective planning for individuals and families focused on their personal goals and needs. We offer skilled estate, gift and income taxation advice. Members of the firm have served as executors and trustees and have assisted clients with estate and trust administration. We firmly believe that no estate or trust is too small or too large since everyone’s needs are important.

   General and medical powers of attorney as well as advanced healthcare declarations are discussed with all clients to assure that all aspects of estate planning are completed. The firm has extensive knowledge with regards to revocable and irrevocable trusts. With our knowledge and experience in business law, we are also able to provide assistance with family succession planning and the formation of family limited partnerships.

   We also assist clients in transition to retirement communities, assisted living facilities and skilled nursing facilities. With an understanding of the Medicaid process, we are able to provide clients with recommendations and options concerning governmental assistance.



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