Estate Planning, Wills and Trusts

Schafer Thomas Maez PC advises individual clients and families on all aspects of the design and implementation of personal estate plans, including the appropriate use of all types of trusts, wills, powers of attorney, medical directives, family business and investment entities, property agreements, and property ownership alternatives. Estate planning is highly personalized, and the firm’s practice is attuned to specific client circumstances and family needs. Our attorneys are patient advisors who take the time to educate clients about options and alternatives, so clients can make informed decisions about all components to be incorporated into their plans.

Minimizing or eliminating income, gift, estate, and transfer taxes is often a driving concern for our clients.

Our attorneys have extensive experience and qualifications to advise in virtually all basic to sophisticated tax reduction and deferral techniques. We are especially proud of the solid reputation we have established among other law firms, CPAs, banking, insurance, and financial planning professionals for designing unique and creative tax planning solutions. In addition, the firm routinely designs, recommends and implements creative, advanced planning techniques for creditor protection, risk management, and wealth preservation goals through family generations.

Our policy and practice emphasize thorough and accurate work from the beginning to the end of each project, with collaboration by all appropriate attorneys and staff. We recommend and strive to assure that each of our clients has a fully effective, comprehensive and integrated estate plan.