Wills & Trust
Most people know they need a will or trust to protect their assets and
to minimize potential taxation. Recent events have led many people to
understand the need for a power of attorney and living will, as well.
For wills and trusts involving complex tax issues, we work with CPAs
and tax attorneys to ensure you get the best tax results and asset protection.
Probate Administration and Trust Administration
Concentrates on assisting the families of those who have died, in the
case of Probate Administration and those who have either become incapacitated
or died, in the case of Trust Administration.
Probate Administration is the process of administering the affairs of
a deceased person. The process includes gathering all of the assets
of the deceased person, accounting to the beneficiaries of the deceased
person's estate, paying all of the deceased person's legitimate debts
and then distributing the remaining assets to the deceased person's
beneficiaries.
Trust Administration for a deceased person is almost identical to Probate
Administration described above. In the case of Trust Administration
for an incapacitated person this office will assist the person named
as successor trustee manage the trust during the time that the maker
of the trust is unable to do so himself or herself. Typically this involves
our office assisting the children or other loved ones of the original
client, the maker of the trust, so that the maker's final years are
as comfortable and secure as possible. As in all services provided by
this office when we assist in Probate or Trust Administration we do
so in a professional and caring manner at a fair and reasonable rate.
