Office Location

David & Wierenga, P.C.
99 Monroe Ave, NW
Suite 1210
Grand Rapids, MI 49503

tel. 616.454.3883
fax. 616.454.3988
email Ron David
email Jim Wierenga
email Jeshua Lauka

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Estate Planning

Experienced Estate Planning and Estate Tax Planning Attorneys

Transferring assets to the next generation at minimal tax, probate, and administrative costs are your primary objectives. At David & Wierenga P.C. we help people with their wealth transfer concerns, such as delayed distributions to children or grandchildren, planned giving, setting up charitable trusts, business succession and other wealth preservation techniques. We have extensive legal and tax experience in transferring businesses to the next generation. If you don’t have a plan in place, you are putting your family and yourself at risk for the future.

Our estate planning practice includes many techniques for asset protection and wealth transfer. We handle issues, including:

  • Estate planning and analysis
  • Trust administration
  • Preparation of wills, trusts, powers of attorney, medical directives, and other estate planning documents
  • Business succession planning
  • Probate
  • Guardianships
  • Conservatorships
  • Estate tax form preparation
  • Gift tax form preparation
  • Irrevocable trusts
  • Valuation and discount planning
  • Charitable trusts and foundations
  • Estate and gift tax audits
  • Life insurance planning
  • Living wills and Patient Advocates
  • Living trusts
  • Generation skipping transfers
  • Other lifetime giving, wealth transition, and estate planning measures

For clients who need help with estate planning, the attorneys of David and Wierenga, P.C. are skilled in trust and will preparation, estate tax savings, gift taxation issues, probate, trust administration, succession planning and charitable entities. We file all applicable estate and gift tax forms with the IRS, and oversee IRS audit matters. We understand how tax matters affect estate planning. Together our attorneys can give you the competent legal advice you need to accomplish your estate planning goals.

Contact us as soon as possible to begin working on an efficient and effective estate plan. If you have further questions, please see our estate planning information page.