Ronald W. Periard
Ronald W. Periard focuses his practice in the area of estate planning and trusts, real estate, and banking.
Ron has handled numerous of complex estate plans, where he was able to help families minimize estate and gift taxes through appropriate planning. He also has an excellent track record of facilitating the transfer of assets, such as land and small businesses, free of taxes. Ron was also instrumental in setting up a special needs trust for a family with a disabled child so that family members could gift the child money and/or property without endangering his eligibility for benefits in the future.
Ron has handled various audits by the IRS relating to estate tax returns. His successes in this area include sustaining discounts of minority interests in farms and businesses and resolving issues related to the valuation of such interests in property and split interest ownerships.
Ron has helped hundreds of people buy and sell real estate, including commercial property, farms and homes. In the ‘70s and ‘80s, Ron successfully handled a number of large Housing & Urban Development closings that entailed completing vast amounts of paperwork and overcoming bureaucratic red tape. Also, Ron was primary counsel in litigation resulting in a termination of a lifetime crop share farm lease procured by a grandson from his grandmother under unusual circumstances.
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