Schmiedeskamp Robertson Neu & Mitchell Lawyers - Quincy IL

Estate, Trust & Wealth Preservation

Estate, Trust & Wealth Preservation

Preserving Assets for the Future

There is nothing more personal and often more difficult to discuss than estate planning. But deciding what happens to the assets you’ve accumulated is a must – regardless of the size of your estate. Plans must be comprehensive while having the flexibility to adapt to the ever-changing laws and unexpected family situations that may arise in the future.

There is no room for a standardized approach; each circumstance and objective is unique. The Schmiedeskamp estate planning team has been helping individuals, families and closely-held businesses with the careful planning and stewardship of estates and trusts for more than 100 years.  

Estate and Trust Administration Expertise and Implementation

While solid planning is essential, the implementation of the plan is even more critical. The Schmiedeskamp legal team works closely with their clients to ensure assets are protected, preserved and distributed as planned while complying with applicable tax and other laws. The process starts during your lifetime and then continues with your fiduciaries, who implement your wishes upon incapacitation or death.

Cooperative Team Approach

Sought out for their deep experience and expertise, Schmiedeskamp lawyers often work as a team with clients' other advisors, like financial professionals, managers, accountants, and insurance agents to ensure that the clients' estate plans coordinate effectively.  
  • Worked with second, third and sixth-generation, closely-held family businesses to develop essential personal and business succession planning
  • Successfully defended a sizeable estate in a contested will complaint
  • Developed a strategy to help several generations of a family preserve significant assets through the avoidance of estate taxes afforded by a generation-skipping trust
  • Devised a plan for a client to continue his legacy of fostering the arts by making a lifetime and testamentary gift of fine arts, books, and other cultural items along with some cash to cultural institutions and foundations established for social causes and other arts-related interests.

Case Study: Estate & Trust

By Chase Rehrig 10 Apr, 2018
Estate planning may involve many challenges. Not infrequently these challenges are a desire to maintain assets such as a business or farmland for multiple generations..

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Our Estate, Trust & Wealth Preservation Team

Michael Bickhaus

Michael A. Bickhaus
Managing Partner
Jeffrey L. Terry

Jeffrey L. Terry
Partner
John R. Longlett

John R. Longlett
Partner
Harold Oakley

Harold B. Oakley

Partner

Joseph Ott

Joseph B. Ott
Partner
James Rapp

James A. Rapp
Partner
Steven E. Seibers

Steven E. Siebers

Partner

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