Our firm has extensive expertise in the representation of fiduciaries and beneficiaries of estates, trusts and guardianships. We provide counsel in all areas of estate and trust administration. In addition to preparing applicable federal and state estate and gift tax returns, we prepare and coordinate income tax returns for estates, trusts and beneficiaries. 

  Morrow & Erhard  provides a full range of estate planning services designed to achieve the personal, economic and tax planning goals of our clients. These services include advice with respect to the accumulation, retention and transfer of assets. We also specialize in succession planning for owners of closely held businesses and in arrangements to achieve valuation discounts of closely-held businesses and restricted stock. 

    We prepare all varieties of wills, revocable trusts, irrevocable trusts and charitable giving documents. Careful consideration is given to the income tax, gift tax, estate tax and generation-skipping transfer tax consequences of all such documents. 

The content of this Web site is intended to convey general information about Morrow & Erhard.  It should not be relied upon as legal advice. It is not an offer to represent you, nor is it intended to create an attorney-client relationship. The content of any Internet e-mail sent to Morrow & Erhard or any of its lawyers at the e-mail address set forth in this Web site will not create an attorney-client relationship and will not be treated as confidential. All uses of the contents of this site, other than personal uses, are prohibited. ©2001 Morrow & Erhard Co., L.P.A..  All rights reserved.

Send mail to webmaster@morrow-erhard.com with questions or comments about this web site.
Last modified: March 26, 2004