Estate and Trust Planning and Creation

Attaining the objectives of where, how, and when the client’s assets are transferred requires the use of a will, will substitutes (trusts), gifts, powers of attorney, advanced health care directives, deeds for real estate, integration of insurance policies, coordinating annuities, and retirement plans/benefits. Our firm guides the client through the reasons for such documents and, after consultation and discussion with the client, drafting of the documents.

A couple signing a contractIn addition to the above foundational estate planning documents, our firm excels at the innovative and strategic complex techniques that can be used in the estate plan in order to achieve family, business, tax and estate planning goals.

Our firm’s mission is to create an estate plan that is uniquely tailored to the client and client’s family’s needs. With that mission in mind, we take a holistic approach, integrating family dynamics, to facilitate a harmonious succession plan. We create and develop estate plans that address the distribution wishes the client has for the beneficiaries, incorporating tax planning goals, as well as financial and emotional goals for the family and beneficiaries.

Estate and Trust Administration

Understanding the emotional stress when a loved one passes away, our firm assists the surviving parties in administering the directives of the testamentary document prepared during the planning process. The states and federal processes for making the transition of property and carrying out the directives of the testamentary documents are confusing and burdensome. Our firm provides the knowledge and experience to assist the survivors in management and distribution of decedent’s property.

A miniature house, calculator, and papers on a deskThere are occasions when a decedent has not created a will and the accompanying trust vehicles. In those uncommon situations, our firm can assist the survivors in completing the transfer of assets to the survivors.

Trust and estate administration include, but are not limited to notice requirements to creditors, beneficiaries, and heirs; changing and recording of real property deeds; review of debts and arranging for payment thereof; distributions and transfers of assets; filing of estate tax returns where required. The firm can represent both professional and non-professional trustees and beneficiaries.