Nothing is more important than providing security for your loved ones in the time of most need, when you won’t be there to be able to help. This requires thought and action now, when there is time to do what’s needed. Let us help you prepare.
Once a loved one has passed away, there are a million things to do in administering the estate and carrying out the decedent’s wishes, whether in probate or not. If you are an estate representative we can assist you.
And sometimes there is an unfortunate dispute between those interested in the estate, which leads to litigation. We will help you protect your rights, and the estate.
LIVING TRUST PACKAGES:
Package includes office and phone consultation and advice from Attorney; Attorney preparation of all documents listed below; binder; assistance with trust funding; Attorney supervised signing; (notary services available upon arrangement).
- Living Trust states how you want your estate distributed and avoids the high costs and long delays associated with probate; maximizes privacy, and in some instances minimizes or eliminates taxes
- Trust Asset Lists: Advice about what goes into Trust and creation of Trust attachments
- Pour-Over Will acts as a “back-up” to your living trust with respect to property not in the trust
- Durable Power of Attorney for Property Management appoints someone to make your financial and business decisions in the event you are incapacitated and unable to act on your own behalf
- Advance Health Care Directive appoints an agent to make your health care decisions in case of incapacity, and informs your caregivers of your wishes regarding life prolonging treatment, pain management and organ donation in precise legal form
- Trust Funding: Deeds and transfer documents
ADVANCED TRUSTS AND PLANNING:
Tools for larger estates to minimize estate taxes: Irrevocable Trusts; QTIP, QDOT, Insurance Trusts; Charitable Trusts; Inter Vivos Gifts; Family Partnerships
PROBATE:
Court supervised estate administration. If you are an executor, we will assist and advise you every step of the way, prepare all court documents and reports, and make court appearances.
TRUST ADMINISTRATION:
We assist trustees in carrying out their responsibilities to the estate and beneficiaries. We will advise you on all steps necessary to carry out the Decedent’s wishes without court supervision, assist you and your accountant in tax preparation, and if necessary, make petitions to the court.
ESTATE CONTESTS:
Litigation between beneficiaries, claimants and/or estate representative regarding claims that the estate documents or actions of the estate representative are improper.
