Estates & Trusts

In addition to our advice and counsel, some of the Probate, Estate and Trust Planning and Administration services we offer include:

  • Guardianships
  • Medicaid, nursing home care and SSI planning
  • Special needs trusts
  • Settlement preservation trusts
  • Coordination of extended care professionals
  • Wills, trusts and advanced directives
  • Trust and estate administration
  • Trustee reviews
  • Drafting wills, trusts, living wills, powers of attorney, and other planning documents
  • Formation, modification and revocation of living, irrevocable, and charitable trusts
  • Creation of generation-skipping bequests
  • Development of premarital agreements
  • Post-mortem planning
  • Will caveats
  • Litigation arising out of Probate, Estate and Trust disputes

Wills and Living Wills

A Will is a written document that provides instructions for how a person’s property is handled after they die. A Living Will is specifies the general kinds of medical care you would want–or do not want–in the event you became unable to communicate with your health care providers. Other names for a Living Will are a “medical directive” or “medical declaration”. .

Powers of Attorney

A power of attorney is a document that allows you to appoint a person or organization to handle your affairs while you’re unavailable or unable to do so. There are several different types of power of attorney.  A General Power of Attorney authorizes your Agent to act on your behalf in a variety of different situations.  A Special Power of Attorney authorizes your Agent to act on your behalf in specific situations only.  A Health Care Power of Attorney allows you to appoint someone to make health care decisions for you if you’re incapacitated.

Trust and Estate Planning & Administration

Estate planning is a process of considering and setting up legally effective arrangements that would meet your specific wishes in the event something happens to you or those you care about. Good estate planning is more than just a simple Will and typically strives to minimize potential taxes and fees, as well as creating contingency planning to make sure your wishes regarding health care treatment are followed.

A good estate plan coordinates what would happen with your home, your investments, your business, your life insurance, your employee benefits (such as a 401K plan), and other property in the event you became disabled or if you die and includes directions to carry out your wishes regarding health care matters, in the event you are unable to do so yourself.

A Trust is a type of legal entity used to hold legal title to property for the benefit of one or more persons. The person creating the Trust is often known as the Trust Creator or Grantor. The person or institution holding legal title to the property is called the Trustee. Those intended to benefit from the Trust are known as Beneficiaries. Let us discuss the value of Trust Planning & Administration with you as a part of your estate planning consideration.

Asset Protection and Medicare Planning

This section is under development.