Services

Expert legal guidance for estate, trust, and tax matters

EP Law Group, LLC specializes in estate planning, estate and trust administration, professional fiduciary services, and related tax matters. We work with individuals, families, personal representatives, trustees, and beneficiaries to provide careful, practical guidance through planning, administration, and tax-sensitive decisions.

Estate Planning

We prepare wills, revocable trusts, powers of attorney, advance directives, and related planning documents. We also assist with more complex planning for clients with taxable estates, blended families, business interests, life insurance needs, charitable goals, or beneficiaries with disabilities. When appropriate, our planning may include specialized trusts designed to reduce estate tax exposure, protect assets for future generations, provide for a spouse, shift future appreciation, or preserve benefits for a beneficiary with special needs.

Estate & Trust Administration

We assist personal representatives, trustees, and beneficiaries with probate, trust administration, inventories, accountings, distributions, beneficiary communications, and related fiduciary duties. We help guide the process from initial administration through final distribution.

Professional Services

We provide professional fiduciary services, including serving as trustee, personal representative, guardian, or agent under a power of attorney, where appropriate. We also advise fiduciaries who are serving in those roles, helping them manage duties, make informed decisions, maintain records, communicate with beneficiaries, and comply with the governing documents and applicable law.

Tax Matters

We advise on estate, gift, fiduciary income tax, and related individual tax matters. Our tax work includes planning support, return preparation coordination, administration issues, and guidance for fiduciaries and beneficiaries when tax questions arise.