Estate Planning, Probate and Trust Administration

Our Estate Planning, Probate and Trust Administration practice group provides comprehensive legal services to business owners, farmers, ranchers, and high net worth individuals in Montana and the surrounding region. We are dedicated to crafting tailored strategies that protect your legacy, minimize tax liabilities, and ensure seamless transitions for your estate and business interests.

Our Services

• Estate and Gift Tax Planning: We design sophisticated estate plans to preserve wealth and minimize estate and gift taxes, ensuring your assets are protected for future generations.

• Business Succession Planning: For business owners, farmers, and ranchers, we develop customized succession plans to facilitate smooth transitions while maintaining operational continuity and family harmony.

• Probate and Estate Administration: Our team expertly navigates the probate process, handling all aspects of estate administration with efficiency and care to honor your loved ones’ wishes.

• Trust Administration: We provide guidance to trustees and beneficiaries, ensuring trusts are managed effectively and in compliance with legal and fiduciary obligations.

• Fiduciary Litigation: We represent clients in disputes involving allegations of fiduciary breaches, as well as conservatorship and guardianship matters, advocating vigorously to protect your interests.

With deep roots in Montana, our attorneys understand the unique needs of our region’s business owners, agricultural community, and high net worth individuals. We combine legal expertise with a client-centered approach to deliver practical, results-driven solutions. Whether you are planning for the future, managing an estate, or resolving complex disputes, our team is here to guide you every step of the way.