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Estate Planning and Administration
Estate Planning and Administration

Estate planning and administration have long been areas in which the firm has vast experience.  We offer guidance and advice to clients who need appropriate estate plans and want to ensure that property is passed to appropriate beneficiaries at death.  We also provide advice to clients seeking to maximize the eventual distribution of their families’ wealth.

The estate planning process begins with a comprehensive review of a client’s personal situation and assets.  Recommendations are made to advance a client’s estate planning objectives, which often involve many non-tax solutions, as well as advising families on how to preserve their wealth.  Our attorneys make every effort to assist a client in meeting the client’s goals, which can be as diverse as implementing generation skipping transfers or effectuating a charitable intent.

Our attorneys work with clients in preparing the appropriate documents to accomplish their estate planning and tax goals.  Examples of such documents include revocable trusts, irrevocable trusts, wills, durable powers of attorney, living wills, family limited partnerships, and family limited liability companies.

Our services include acting as attorneys for the administration of estates in South Carolina Probate Courts by representing personal representatives.  If necessary, we also prepare and advise on estate and gift tax return (Form 706) preparation.  Overall, our services provide peace of mind, ensuring that the administration of the estate is properly handled and expeditiously completed.  Our attorneys are also  involved in all aspects of trust administration.  We advise trustees concerning the administration of trusts.  Similarly, we represent beneficiaries concerning the administration of estates and trusts.  When necessary, we represent personal representatives, trustees, beneficiaries, and creditors in probate and trust litigation.

Attorneys practicing Estate Planning and Administration
Meet Our Attorneys
Clawson & Staubes Attorneys
Our Offices
  • Charleston

  • 126 Seven Farms Drive, Suite 200
  • Charleston, SC 29492
  • (843) 577-2026
  • Charlotte

  • 756 Tyvola Road, Suite 130
  • Charlotte, NC 28217
  • (704) 940-9128
  • Columbia

  • 1612 Marion Street, Suite 200
  • Columbia, SC 29201
  • (800) 774-8242
  • Greenville

  • 1000 E North Street, Suite 200
  • Greenville, SC 29601
  • (864) 331-8940