Our services

David C. Pettig, P.C., focuses on matters related to wealth preservation. Our services include estate planning, estate settlement, trust administration, asset protection planning, transfer of interests in family businesses, and creating and executing the customized documents needed to fulfill those goals.

 

We assist families and business owners in formulating individualized plans selected by the clients themselves following in-depth discussions of their options.

 

We also counsel individuals, families, corporations, fellow attorneys, and other professionals in the legal aspects of wealth preservation planning.

 

Our availability to you does not stop once your initial documents are signed. At your request, we will contact you to discuss changes in the law and in your situation to make sure your plan is current and well-founded.

 

Our attorneys will guide you with respect and sensitivity through these complex and often confounding matters and help you build a secure future for you and your heirs.

 

Visit our FAQs page for more information about how we can assist you.

 

We offer prospective clients a complimentary one-half hour meeting to introduce ourselves and discuss how we might help you. If you are unable for any reason to meet us at our office, we also offer the convenience of virtual meetings or conferences online. Please call or e-mail us at webmail@pettig.com to schedule an appointment.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WEALTH PRESERVATION PLANNING

Plans That Protect:

A Surviving Spouse
Children
The Elderly
The Disabled
The Terminally Ill
Family Business Interests

 

Wealth Preservation Plans:

Lifetime Trusts
Gift Planning Strategies
Business Succession
Powers of Attorney
Long-Term Care Options
Charitable Giving Alternatives

 

Legal Documents:

Revocable Trusts
Wills
Irrevocable Trusts
Grantor Trusts
Education Trusts
Trusts for Children
Special Needs Trusts
Health Care Proxies
Living Wills

 

Business Succession:

Choice of Entity
Formation
Operating Agreements
Lifetime Transfers

 

 

ESTATE AND TRUST ADMINISTRATION

Probate of Wills
Evaluation of Assets and Liabilities
Formal and Informal Accountings
Settlement of Revocable Trusts
Intestate Administration
After-Death Tax Planning
Estate Tax Returns