Taxation, Trusts & Estates


  • Asset Protection Planning
  • Charitable & Gift Planning
  • Estate Planning
  • Fiduciary Representation
  • Probate & Estate Administration
  • Succession Planning
  • Trustee Services and Trust Administration
  • Tax Law – Income, Estate & Gift
  • Trusts
  • Wills

About Taxation, Trusts & Estates

Neubert, Pepe & Monteith provides clients with sophisticated creative advice and documentation for their taxation, trusts & estates needs. Counsel is provided for estate planning and administration, the establishment of trusts, wills, and other wealth transfer entities. Additionally, we advise clients on the selection of fiduciaries and the intricacies of business succession planning. Further, we utilize sophisticated techniques for tax efficiency to accomplish client needs. These techniques include limited liability companies (LLCs), family limited partnerships (FLPs), Irrevocable Life Insurance Trusts (ILITs), Special Needs Trusts (SNTs). Also, Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity or Income Trusts (GRATs and GRITs), Charitable Lead and Remainder Trusts, and defective grantor trusts.

Neubert, Pepe & Monteith regularly advises individuals and corporate executors on issues facing closely held businesses. We also counsel individuals to achieve estate and wealth transfer planning objectives. The firm has significant experience in estate and trust administration. We are also experienced in probate court proceedings and all federal and state income, gift and estate tax matters. Additionally, we provide advice concerning advance directives so clients' health care wishes are carried out during their final days.