Wills, Trusts & Estates


Wills, Trusts & Estates

Aspects of estate planning include estate administration, estate taxation, the preparation of documents which give instruction and direction to the distribution of an estate and the advice and guidance that estate planners give to assist a person in the orderly and efficient transfer of assets.

We are thoroughly familiar with the statutory process by which assets are transferred. This includes estate administration, both intestate (without a will) and testate administration, operation and taxation of instruments executed during life such as Revocable Living Trusts and Irrevocable Trusts, and the processing of estates after death.

Estate planning involves an overall approach in which the estate planner assists the client in the important goal of transferring assets with a minimum of expense and a maximum of efficiency, while meeting the specific needs, interests, and goals of the client.

Elder Law

The growing population of seniors in the country has required attorneys to pay particular attention to the needs of senior citizens. Elder Law involves not only the preparation of wills and trusts but also the effective management of assets during life, which can include the preparation of revocable living trusts and pourover wills, the use of powers of attorney and health care directives, the review of the legal documents required to assist the senior citizen in the effective management of assets during life, and the transition of assets after death or upon disability.