Tax Planning Attorneys in Chittenden County, Vermont

11 tax planning firms have an office in Chittenden County, Vermont. Each listing carries the firm's practice areas, its Chittenden County office and its phone.

State

County

City

Practice Area

All Areas

Planning ahead

Estate Planning21 Tax Planning11 Special Needs Planning4 Asset Protection6 Medicaid Planning7

Settling an estate

Trust Administration14 Probate19 Probate Litigation7 Trust Litigation6

Capacity and care

Elder Law6 Guardianship9

Firm Type

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.

11 firms

Barber & Waxman, Family Law Associates, PLC

31 Kilburn Street, Suite 224, Burlington, VT 05401

Burlington family law firm on Kilburn Street in Chittenden County with an estate planning practice. Its planning documents cover financial protection for children, asset protection, estate tax planning, healthcare choices, business succession and end-of-life care. Consultations are by phone or in person and billed at the attorney's hourly rate.

Virtual consultationsEstate PlanningTax PlanningAsset ProtectionFamily LawMediationPrenuptial Agreements

1-802-864-3120

Bergeron, Paradis & Fitzpatrick, LLP

34 Pearl Street, Essex Junction, VT 05452

Essex Junction firm on Pearl Street in Chittenden County. Represents executors, administrators, trustees and beneficiaries in estate and trust administration, from probate petitions, estate tax returns and accountings to trust and probate litigation, and handles adult and minor guardianship. Most estate planning work is billed on a flat fee.

Estate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+8

1-802-879-6304

Dinse, P.C.

209 Battery Street, Burlington, VT 05402

Burlington firm on Battery Street, opened in 1917, whose estate group handles estates of all sizes. It guides families through estate administration and distribution, including probate court, property transfers and federal and state estate tax returns, and administers and interprets trusts, charitable trusts and private foundations. Probate and trust litigation is supported by the firm's litigation group.

Since 1917Estate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+3

1-802-864-5751

Downs Rachlin Martin PLLC

199 Main Street, Suite 600, Burlington, VT 05401

Burlington firm on Main Street with Vermont offices in Montpelier, St. Johnsbury and Brattleboro and one in Lebanon, New Hampshire. Its trusts and estates team handles probating wills, trust administration, gift and estate tax returns, and probate and trust dispute resolution, alongside planning for U.S. and non-U.S. citizens. The group is chaired by Willemien Dingemans Miller, an ACTEC Fellow since 2000.

Estate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+4

1-802-863-2375

Gravel & Shea PC

76 St. Paul Street, 7th Floor, Burlington, VT 05401

Burlington firm on St. Paul Street, traced to the practice Clarke A. Gravel opened in 1955 after serving as Chittenden probate judge. It handles all phases of probate, estate and trust administration for estates from modest to multi-million-dollar, including probate court filings, appraisals, estate and fiduciary income tax returns and post-mortem tax planning. Its litigators take on will and trust contests, creditor claims, fiduciary accountings and removal of trustees and administrators.

Since 1955Estate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

1-802-658-0220

Clarke Demas & Berger

346 Shelburne Road, Suite 602, Burlington, VT 05401

Burlington firm on Shelburne Road. Administers decedents' trusts and estates, advising executors, personal representatives and trustees or serving in those roles directly, and handles probate administration and litigation, co-counseling contested probate matters with its litigation group. Also helps clients qualify for long-term care Medicaid.

Estate PlanningTrust AdministrationProbateProbate LitigationTax Planning+3

1-802-652-1400

Langrock Sperry & Wool, LLP

210 College Street, Suite 400, Burlington, VT 05401

Firm with offices in Middlebury and Burlington. Assists executors, administrators, trustees and beneficiaries in administering estates and trusts whether or not the assets pass through probate, and its estate litigators bring and defend will, trust and administration challenges in Probate Court, Superior Court and the Vermont Supreme Court.

Free consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

1-802-864-0217

Primmer Piper Eggleston & Cramer PC

30 Main Street, Suite 500, Burlington, VT 05402

Regional firm with Vermont offices in Burlington and Woodstock. Its estate practice takes executors through Vermont probate, from filing the will through the inventory, estate and gift tax returns and distribution, and handles trust administration and accountings. Its litigators handle will contests, removal of trustees or personal representatives and breach of fiduciary duty claims.

Estate PlanningTrust AdministrationProbateProbate LitigationTrust LitigationTax Planning

1-802-864-0880

Sheehey Furlong & Behm P.C.

30 Main Street, 6th Floor, Burlington, VT 05402

Burlington firm with a White River Junction office whose attorneys handle matters in all fourteen Vermont counties. Its estates and trusts attorneys represent trustees in trust administration and fiduciaries and families in probate court estate and guardianship proceedings. Principal Mark Melendy served on the bar committees that drafted Vermont's trust-decanting and directed-trust acts.

Serves the whole stateEstate PlanningTrust AdministrationProbateElder LawTax Planning+3

1-802-864-9891

NorthEast Estates and Trusts

181 Falls Rd, Shelburne, VT 05482

Shelburne practice of attorney Adam Bartsch, focused solely on estate planning and related areas since 2004. It assists with all phases of Vermont probate, from filing the will through paying claims and distributing assets, and handles guardianship court proceedings. Initial consultations are free and most services carry a fixed fee.

Solo PracticeFree consultationEstate PlanningProbateTax PlanningGuardianship

1-802-985-8811

Stackpole & French Law Offices

5068 Shelburne Road, Shelburne, VT 05482

Stowe firm with offices in Jeffersonville, Waterbury and Shelburne, representing clients in probate estates and guardianships in all Vermont counties. It works with executors, heirs and beneficiaries on estate settlement and trust administration, coordinates estate tax filings, and can itself serve as executor, administrator or successor trustee.

Serves the whole stateEstate PlanningTrust AdministrationProbateTax PlanningGuardianship+2

1-802-253-7339

Probate in Chittenden County

Probate Court Record

Chittenden County Superior Court - Probate Division

Chittenden County

Phone

1-802-651-1518

chittendenunit@vtcourts.gov

Hours

Monday-Friday 8:00 AM-4:30 PM

Office

175 Main Street, Burlington, VT 05401

Website

Court website →

E-filing

Required for attorneys

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

Self-help forms

Court forms packet

Open in Google Maps

How to file probate in Chittenden County →

Verified October 16, 2026 · Source

Do I need a lawyer for probate in Chittenden County? →Settling an estate in Chittenden County →

Tax Planning Firms Serving Chittenden County

Carroll, Boe & Kite, P.C.

64 Court St, Middlebury, VT 05753

Middlebury firm at 64 Court Street serving clients throughout Vermont, including Rutland, Addison and Chittenden Counties. Its attorneys handle estate planning and estate administration alongside real estate, municipal and business work, and Kathleen M. Boe represents individuals in estate and tax planning matters.

Serves the whole stateEstate PlanningProbateTax PlanningBusiness LawMunicipal LawReal Estate

1-802-388-6711

William C. Deveneau, Esq. PLC

160 Benmont Ave, Suite C3-80A, Bennington, VT 05201

Bennington solo practice serving all of Vermont, mainly Bennington, Windham, Rutland and Windsor Counties, with offices in Albany, New York and Athol, Massachusetts. Advises executors or serves as personal representative from opening the estate through the inventory, estate tax returns and closing, and litigates will and trust contests. Free 30-minute strategy session in person or by phone.

Solo PracticeServes the whole stateFree consultationVirtual consultationsEstate PlanningProbateProbate LitigationTrust LitigationElder Law+4

1-802-442-9800

Wagner Law of Vermont

135 S. Pleasant Street, Middlebury, VT 05753

Middlebury solo practice serving clients throughout Vermont, begun by Jennifer Wagner in 2023 after Marsh & Wagner, P.C. dissolved. It guides executors through probating a will in Vermont probate court, from filing the will through paying creditors and taxes and locating beneficiaries, and handles will challenges and probate disputes. The first office visit is half-price.

Solo PracticeServes the whole stateEstate PlanningProbateProbate LitigationTax PlanningGuardianshipFamily Law

1-802-388-4026

The Will and Trust Planning Firm (Nicole Peck McPhee, P.C.)

405 Curtis Brook Road, Rutland, VT 05701

Rutland practice Nicole McPhee opened in 1996, serving all 14 Vermont counties; she has appeared before probate courts in every county. Her work includes Vermont probate administration and guardianship matters as well as wills, trusts, special needs trusts and estate tax planning, for a flat fee in three meetings held in person, by Zoom or through an online portal.

Solo PracticeSince 1996Serves the whole stateVirtual consultationsEstate PlanningProbateTax PlanningGuardianshipSpecial Needs PlanningAsset Protection

1-802-773-4935

All 15 Vermont tax planning firms serving Chittenden County →

Forms for Planning and Settling an Estate in Vermont

Free Vermont forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for Vermont.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

Get Started

Free

Last Will and Testament

In Vermont, a will is signed before 2 witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimony.

Get Started

Free

Pour-Over Will

In Vermont, a pour-over will is signed before 2 witnesses and moves anything left outside the trust into it through probate.

Get Started

All Vermont forms

Tools for Planning and Settling an Estate in Vermont

Free calculators and checklists to plan or settle an estate in Vermont: will and trust costs, probate, executor pay and taxes. Run each tool for Vermont.

How Much Are Estate & Inheritance Taxes?

Vermont levies an estate tax above $5,000,000 (top rate 16%) and no inheritance tax; the federal estate tax applies above $15,000,000.

Calculate the Tax

What Taxes Apply to My Inheritance?

In Vermont, beneficiaries owe no inheritance tax and the estate pays any estate tax above $5,000,000; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.

Calculate the Tax

How Does Step-Up in Basis Work?

Inherited assets in Vermont take a basis reset to fair market value on the date of death, and the gain on a later sale faces ordinary income tax at the state's regular rates, after the first $5,000 of gain is excluded.

Calculate the Tax

When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

Check the Rules

What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in Vermont runs $2,400 to $3,600 and a simple will $891 to $1,782, against $0 to $549 up front plus a subscription with an online service.

Calculate Costs

All Vermont tools

Tax Planning Attorneys in Chittenden County, Vermont

Probate in Chittenden County

Chittenden County Superior Court - Probate Division

Tax Planning Firms Serving Chittenden County

Forms for Planning and Settling an Estate in Vermont

Revocable Living Trust

Last Will and Testament

Pour-Over Will

Tools for Planning and Settling an Estate in Vermont

How Much Are Estate & Inheritance Taxes?

What Taxes Apply to My Inheritance?

How Does Step-Up in Basis Work?

When Do I Have to Withdraw an Inherited IRA?

What Does Estate Planning Actually Cost?

Your kids shouldn't have to do this.

Tax Planning Attorneys in Chittenden County, Vermont