Our Practice Areas

Estate Planning

At Plunk Smith PLLC, we understand that estate planning is more than just asset distribution—it’s about securing your family’s future, minimizing tax burdens, and ensuring your wishes are honored. Our comprehensive estate planning services are tailored to meet the unique needs of each client, providing peace of mind and clarity.

At Plunk Smith PLLC, we understand that estate planning is more than just asset distribution—it’s about securing your family’s future, minimizing tax burdens, and ensuring your wishes are honored. Our comprehensive estate planning services are tailored to meet the unique needs of each client, providing peace of mind and clarity.

Estate Planning focus areas

Wills & Trusts

Crafting legally sound wills and establishing trusts to manage and distribute your assets according to your wishes.

Probate & Estate Administration

Guiding executors and beneficiaries through the probate process, ensuring efficient estate settlement.

Asset Protection Planning

Offering protection strategies to help safeguard your wealth from potential creditors and litigation.

Business Succession Planning

Developing strategies for the seamless transition of your business to the next generation or new ownership.

Charitable Planning

Facilitating philanthropic goals through planned giving, ensuring benefits for both you and your chosen charities.

Marital Property Planning

Preparing agreements to define and protect financial interests before and during marriage.

Estate Tax Planning

Minimizing tax liabilities through strategic planning, preserving more of your estate for your beneficiaries.

Emerging Business Planning

Guiding executors and beneficiaries through the probate process, ensuring efficient estate settlement.

Contacts

Adam D. Plunk

Partner, CEO

aplunk@plunksmith.com

Jason T. McCuiston

Partner

jason@plunksmith.com

Julie Christensen

Partner

julie@plunksmith.com

Emily Ullom

Associate

eullom@plunksmith.com

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