Frank R. Demmerly, Jr.

Frank focuses his practice in the area of estate planning, estate administration, and estate and gift tax advice. He provides Wills, Trusts, Irrevocable Life Insurance Trusts (“ILIT”S”), Power-of-Attorney, Healthcare Proxies, Living Wills, planning and implementation of simple and complex gifting programs (which may use GRAT’S, QPRT’S and other complex techniques), Charitable Remainder trusts, Charitable Foundations, and other estate planning services. Frank assists clients with the complexities of administration of estates, including probate, the preparation and filing of estate tax returns and estate and trust funding and distributions.

Frank brings his attention to detail to each client’s unique personal and family circumstances, tailoring a comprehensive estate plan that preserves and protects wealth in a tax efficient manner for multiple generations. He ensures his clients are comfortable and informed at every stage.

Working with closely-held businesses, Frank assists with the special planning often required for the transition of the business to younger family members, or the establishment of buyout agreements among owners. He provides services for the incorporation of corporations, partnerships, and LLC’s and establishment of operating agreements and buy/sell agreements.