Managing Tax Liability, Planning for Charitable Giving
Many of Ziegler Metzger's estate planning clients need accurate and up-to-date advice about managing anticipated tax liability, including educational or religious institutions in their estate plans, or finding ways to maximize the value of marital deductions.
No matter what your family's estate planning priorities might be, you can depend on our lawyers for sound tax advice and resourceful solutions through carefully crafted trust instruments that take full account of your current circumstances and long-range goals. To learn how Ziegler Metzger can help you achieve your objectives, contact us.
We provide comprehensive client service in the creation, administration and amendment of trusts. Our attorneys present each client with a range of estate planning options that incorporate such highly focused trust solutions as A-B trusts, charitable remainder unitrusts, grantor-retained annuity or income trusts, conservation easements, revocable living trusts, and other vehicles that combine tax liability management features with other personal or family objectives.
With the renewed federal tax liability for larger estates, our periodic review letters for estate planning clients will be especially valuable regardless of Congressional action. Our proactive and resourceful approach to legislative and regulatory changes in tax policy helps our clients respond quickly and effectively.
Cleveland Tax Planning Attorneys With a Lasting Tradition of Excellence
Sound estate planning solutions have represented a fundamental strength of Ziegler Metzger's practice since our law firm was founded in 1952. Clients receive professional, thoughtful advice to minimize estate, gift and income tax. For additional information about our tradition of effective service in Greater Cleveland and Ohio, contact us.
