Probate / Estate Planning / Living Trusts
Our law firm represents people who have a need to make sure that their property will pass to their loved ones as they desire. One of our partners worked for a large regional banking organization and has more than 13 years of professional experience in trust administration, probate administration, will drafting and complex investment and asset allocation experience.
Clients will come to us for answers to simple estate planning questions or answers to very complex estate planning questions. We are equipped to handle either type of question. We draft wills to provide for the ownership transfer of assets and to make sure that the planning done by our clients will carry out their wishes once they are deceased.
This planning can take the form of advice on how to protect a small estate with payable on death contracts at local financial institutions or joint title designations on property where that is appropriate. Or more sophisticated planning, involving complex investment structures, real estate in different states or countries and assistance to disabled relatives.
We offer advice to our clients on the benefit of living trusts if those are really appropriate when all the facts are known for the client. We do try to assist our clients in being fully informed about their estate planning process and what steps to implement. We try to be as complete as possible in the planning process so our clients do not experience any surprises when time passes and instruments have to be used to carry out the wishes of the deceased.
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