George Diehr helps clients prepare for the future, both for themselves and for future generations. As a trusts and estates attorney, George concentrates his practice on all facets of basic and sophisticated estate planning and wealth preservation, including federal income, gift and estate tax planning, business succession planning, asset protection planning, and creditor avoidance planning.
George’s basic transactional estate planning experience includes the preparation of numerous types of personal estate planning documents such as:
- Last wills and testaments
- Revocable inter vivos trusts
- Financial durable powers of attorney
- Health care declarations
George’s more sophisticated estate planning experience includes the preparation of premarital agreements, irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), irrevocable grantor trusts, irrevocable generational gifting trusts, charitable trusts, and private foundations.
He also has significant post-death trust and estate administration experience, including non-judicial settlement agreements and decanting, as well as trust modification via agreement with the court both as a party and not as a party. Further, George routinely assists fiduciaries from start to finish with respect to the post-death administration of probate estates, trusts, guardianships, and conservatorships.
Finally, George is often engaged with the preparation of federal estate tax returns, federal gift tax returns, and fiduciary income tax returns.