At Lakeview Trust & Estate Law, PLLC attorney Amy Mursu provides guidance about wealth transfer and end-of-life planning and supports people through the legal and tax process after a loved one passes away. Amy concentrates her law practice solely in estate and trust administration; estate and gift tax issues; and, estate and business succession planning. She assists clients with a variety of estate planning issues including: health care decisions, wills, trusts, charitable giving, minimizing estate tax, planning for incapacity, and major gift planning. Amy also advocates for her clients in estate and gift tax audits with the IRS and Department of Revenue.
Amy and her team of skilled staff members provide exceptional service as they guide clients through the entire estate planning process, including asset allocation and trust funding. These critical steps ensure the efficacy of each client's estate planning strategy. Unlike many other firms and agencies, Amy's team works with clients to complete the beneficiary designations and transfers that are necessary to protect their valuable assets and avoid probate, as well as provide assistance with a variety of other services offered by Lakeview Trust & Estate Law, PLLC.