Spieth, Bell, McCurdy & Newell provides a broad range of practice areas including:
- Estate Planning - Drafting and advising in the areas of wills, trusts, charitable giving techniques, retirement planning, marital agreements, powers of attorney, living wills, health care powers of attorney, and family business agreements in an effort to minimize taxes, probate complexities, the impact of costs and claims, and family disputes; advising clients in estate and gift planning to maximize use of the estate, gift, and generation-skipping transfer tax exemptions.
- Trusts and Trust Administration - Advising clients in establishing and administering various types of trusts; serving as counsel to individual and corporate trustees; advising trust beneficiaries; and assisting in the modification or amendment of existing trusts.
- Probate and Estate Administration - Advising individual or corporate executors, administrators, and trustees; representing beneficiaries in the probate, estate, and trust administration process.
- Fiduciary Representation - Advising, guiding, and assisting trust companies, bank trust departments, individuals, and family members in fulfilling their fiduciary obligations in their roles as executors, administrators, trustees, agents, guardians, and conservators.
- Charitable Planning and Giving - Advising clients in various charitable giving techniques and guiding clients in satisfying federal and state regulatory, tax, and other reporting requirements and laws.
- Tax Law and Planning - Personal, business, estate, and trust planning to minimize gift and estate taxes, income taxes, and generation-skipping transfer taxes, and optimizing lifetime giving opportunities, and advice in connection with tax compliance matters including tax return preparation.
- Business Law - Advising on the formation, organization, and operation of Subchapter S and C corporations, limited liability companies, and partnerships; buy-sell and other owner arrangements, and tax-related planning; and advising on acquisitions, dispositions and other transactions involving businesses, real estate, aircraft, and other business assets.
- Real Estate - Representing developers, landlords, tenants, lenders, and borrowers; counseling on wide variety of real estate matters, such as acquisitions, dispositions, and exchanges, commercial and residential development, leasing, financing, title issues, environmental issues, tax matters, and management of property; drafting documents necessary to achieve clients’ objectives.