Estate Planning

Newbery, Ungerer & Hickert, LLP is uniquely qualified to provide estate planning services to high net worth individuals, particularly those who have complex financial structures and/or closely-held business interests. Estate planning in these situations requires an estate planner with knowledge in a variety of legal areas (i.e., wills, trusts and estates, income taxation, estate, gift and GST taxation, insurance law, contracts, business entities, property law, etc.). The attorneys at Newbery, Ungerer & Hickert have experience in all of these areas which are brought together in providing estate planning services to high net worth individuals.

Both Dave and BJ teach tax courses at Washburn University School of Law. BJ has taught the Estate and Gift Tax course since 2006. Dave has also taught Estate and Gift Taxation, as well as Advanced Estate Planning, and State and Local Taxation. Dave also taught Individual Income Taxation, Income Taxation of Corporations and Partnerships, and other tax related courses at Washburn School of Business.

Between Dave and BJ, they have over 40 years of experience providing estate planning services, as well as related trust and estate practices.

Typical documents and services the firm provides are the following:

  • Wills
  • Trusts
  • Life Insurance Trusts
  • Grantor Retained Annuity Trusts
  • Charitable Remainder Trusts
  • Special Needs Trusts
  • Creditor Protection Trusts
  • Business Continuation Planning
  • Gifting and GST Tax Planning
  • Charitable Giving
  • Living Wills
  • Medical and Financial Powers of Attorney