Estate Planning and Administration

Dawda Mann’s knowledgeable attorneys are highly skilled in the nuances of legal matters related to estate planning and administration. We understand that each client’s situation is unique, and our primary objective is to assist clients in the transition of wealth from one generation to the next in the most tax efficient way. This means working hand-in-hand with clients to assure their plan adequately reflects their specific objectives and values, and that our clients’ intentions are carried out in a timely and efficient manner.

With attorneys that possess master’s degrees in taxation, Dawda Mann can provide comprehensive income tax analysis and advice in resolving complicated tax matters.

We also counsel business owners as they build and operate family-owned business ventures, providing them with the critical information and insight needed to help them meet their specific needs. Those needs often include advice regarding real estate and corporate needs, benefits and employment issues. We understand and can structure our clients’ assets in the most beneficial manner to take into account all taxes, including income, gift, estate and generation-skipping taxes.

At Dawda Mann, our goal is to build long-term relationships with our clients and their families by offering extensive legal expertise with hands-on care.

Some of the legal matters we routinely help individuals and families with include:

Providing guidance with living wills, patient advocate designations, power of attorney, charitable planning and guardian and/or conservatorship issues.
Structuring customized estate plans and working with the fiduciaries and surviving family to administer those plans.
Delivering tax advice to fiduciaries to help them sort through the vast array of tax choices and elections that need to be made.
Advising and representing individuals and family members in court in matters related to guardianships, conservators or disputes related to the administration of estates or actions by trustees or other fiduciaries, and enforcing beneficiaries’ rights.