Our relationships with our estate planning clients do not just end after the estate plan has been put into place.
After our clients' estate planning documents have been signed, we are pleased to respond at any time thereafter to their request that we review their estate plans, or the then-applicable estate tax provisions and other relevant laws, for the purpose of determining whether we would suggest any changes. In fact, we recommend that clients consult us for that purpose at least once every three or four years or whenever their circumstances change in any material way.
Legal services related to estate planning and probate are a substantial part of our practice. This can include:
- Consultation regarding the manner in which clients wish to transfer their property to their families or charitable beneficiaries;
- Estimates of the tax consequences of implementing clients' goals and advice regarding alternative methods by which those goals may be carried out;
- Preparation of documents necessary to implement clients' plans, including Wills, trust agreements, powers of attorney, living wills, and other documents that may be required; and
- Supervision of execution of documents and implementation of clients' plans.
We are also often called upon to represent the Personal Representative or Trustee in the process of administering a decedent's estate. Services in this area include probate proceedings, post-mortem tax planning, and distributions of assets.
Business Succession Planning
Community Property Agreements
Durable Powers of Attorney
Family Limited Partnerships
Grantor Retained Interest Trusts
Health Care Powers of Attorney
Irrevocable Life Insurance Trusts
Personal Residence Trusts
Restricted Fund Agreements
Revocable Living Trusts
Special Needs Trusts
Special Power of Attorney
Supplemental Needs Trusts
Trusts for Pets
Uniform Transfers to Minors Act
Distribution of Assets
Nonprobate Asset Transfers
Small Estate Affidavits
Alternative Dispute Resolution (ADR)
Trust & Estate Dispute Resolution Act (TEDRA)