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Wm. Scott Schulten
Caroline Munroe Vann

Trusts and Estates

The Trusts and Estates Section of the firm reflects the importance of well-advised tax and estate planning, its effects on both individuals and business entities, and Schulten, Ward & Turner's firm belief in preparing clients for the future. By affording clients opportunities to document their wishes through Wills and powers of attorney, the doors open to facilitate discussions on issues like guardianship for minor children, wealth transfer, and business succession planning. Our attorneys have experience in advising clients in their estate planning assessing issues such as family-owned businesses, asset protection, charitable organizations, divorce, blended families, elderly parents, and children with special needs. Our knowledge of taxation often provides a helpful synergy in estate planning making the instruments durable as well as understandable. In addition to tax planning, this section handles probate matters and assists with administration of estates with an eye towards efficiency and compassion.



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