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Cheadle Garrett & Heaton


The firm of Cheadle Garrett & Heaton Martindale Hubbell was established in October 1980 and was previously known as Cheadle, Garrett & Heaton until September 2003. The firm has a specialized practice of law in the fields of trusts and estates and related litigation, taxation, and business planning. The attorneys with the firm are Thomas B. Garrett and Richard L. Heaton. The certified public accountant with the firm is Daniel C. Garrett, and Valerie Boemler is the firm's paralegal.
 
The Company offers various products such as Gift Planning, Unlimited Marital Deduction, Special Use Valuation, Split Interest Gifts and many more.
 
Unlimited Marital Deduction is an unlimited deduction for interspousal transfers, whether of community property or separate property, if given or transferred in a form, which qualifies for the marital deduction. To qualify for the deduction, property may be given either outright to the surviving spouse, or to a marital deduction trust. A marital deduction trust requires all the income to be paid to the surviving spouse and confers upon the surviving spouse a general power of appointment.
 
They are committed to providing close, personal attention to their clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Their continual investment of time and resources in professional continuing education, state of the art computer technology and extensive business relationships is indicative of their commitment to excellence. 

They take great pride in their training, knowledge and capabilities. They feel their role is informing you of all your options and then acting in your best interest. If you have any questions, please feel free to ask them and do not hesitate to request other opinions. Their goal is to provide you with the highest quality standard of care.

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