Estate, Wealth Transfer & Tax Planning

The relationship with your estate planning attorney is one of the most personal professional relationships you can have.  We understand that each client and each family is unique and that sometimes that uniqueness can present planning challenges.  We also understand that thinking about end of life and planning for the kind of legacy you will leave behind can be difficult.  We pride ourselves on listening to your needs, sharing our knowledge and experience with you, and working together to achieve your planning goals.

Estate (Probate) & Trust Administration

Balson & Faix, LLP has extensive experience representing personal representative, trustees, and beneficiaries in handling estate and trust administration matters.  Let us guide you through the complexities of the legal and tax requirements, and avoid the pitfalls that may be costly to an estate or trust.

Non-Profits & Charitable Planning

Our non-profit and charitable planning practice is focused on forming new non-profit organizations, advising operating charities and helping families achieve their philanthropic goals by assisting them in planning for charitable gifts.  We help you navigate the very technical IRS rules governing tax-exempt organizations and charitable giving so that you can focus on making sure your charitable dollars do the most good for the most people.  Our non-profit and charitable planning services include:

Marital Agreements

Balson and Faix, LLP has years of experience planning for couples, from cohabitation agreements to premarital and postmarital agreements. We enjoy working to ensure that the practical and financial aspects of marriage are defined, so that couples can focus on the emotional aspects of their relationship. We understand this kind of planning is often difficult, and our experience and compassion helps smooth the way to a satisfying result.

Guardian & Conservatorships

There are times when someone needs a court appointed guardian and/or conservator to manage their finances and medical care.  This is usually due to some kind of disability or incapacity, or perhaps because a minor child received funds from a gift, inheritance or legal settlement. Disabled or incapacitated adults without an effective power of attorney need someone to make medical decisions, and to protect their assets by ensuring they do not become victims of financial fraud or other scams. We work closely with clients to manage the complex court required filings, and to ensure compliance with guardian/conservator laws going forward.

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