In addition to preparing wills, durable powers of attorney, health care power of attorney, living wills, funding trusts, and trust administration, the firm has a strong background in drafting, contractual estate plans, waivers of spousal right to elect against the decedent’s estate, revocable and irrevocable trust instruments that covers mitigation of death and transfer taxes, mitigation of income taxation, asset protection, special needs trusts, spendthrift trusts, separation of marital property from non-marital property, and Medicaid planning.
Post mortem estate planning for those clients that are not satisfied with a decedent’s estate plan that is in place at the time of the decedent’s death. Post mortem estate planning can have a positive outcome on a decedent’s existing estate plan that does not meet the needs of the decedent’s successors due to change of circumstances, insufficient planning, age of the estate planning document, etc.
In addition to estate planning transactions the firm handles a broad spectrum of estate related litigation including but not limited to probate proceedings, trust proceedings, will contests, trust litigation, court approved modification to estate planning document’s, trust and estate court approved accountings.
E-mail firstname.lastname@example.org for an “Estate Planning Data Sheet."