Estate and Tax Planning

At Kendricks, Bordeau, Adamini, Greenlee & Keefe, P.C. our estate and tax planning attorneys assist clients with the following matters:

  • Preparation of Estate Planning Documents, including:
    • Wills;
    • Powers of Attorney;
    • Revocable and Irrevocable Trusts;
  • Planning of transactions with tax implications;
  • Preparation and review of documents for qualified and unqualified retirement and other welfare benefit plans; and
  • Tax disputes of all types.

Whatever your situation, you can be assured that the attorneys at Kendricks, Bordeau, Adamini, Greenlee & Keefe, P.C. will help you understand the tax implications of your plans and assist you in creating the most cost-effective solution. We aim to help you avoid or minimize estate taxes and optimize your income tax benefits. To learn how we can help you, contact us today.

Recent News

The firm is pleased to announce that assistant Karen E. Marshall has successfully completed her paralegal studies and has become a Certified Paralegal. Karen has been with the firm since 2003. She obtained her Associate degree from Northern Mic… Read More
Kenneth J. Seavoy has been selected by his peers to be included in the 2018 edition of The Best Lawyers in America® in the specialty of trusts and estates. Selection in the current edition of Best Lawyers is based upon 2.8 million confidential evalu… Read More

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