ESTATE & TRUSTS Estate Administration Services TRUST ADMINISTRATION Estate administration refers to the process of collecting and managing the estate, paying any debts and taxes, and distributing the remaining property to the heirs of the estate. Family members or loved ones may name family or friends to act as trustee of their trust after their … Read more
Estate & TRUSTS Estate Planning Services Last Will & Testatment Our estate planning attorneys can help you establish a basic or contingent trust will. We will explain the difference and document your wishes including the identification of beneficiaries which can be more complex today as a result of blended families. We can help you understand … Read more
Estate & Trusts Conservator Helping People Move Forward While a guardian is able to address several areas of care, based on need, a conservator role is only related to financial aspects. With some limitations notwithstanding, the conservator typically has the power to collect assets, pay bills, make investments and perform other financial functions. We can … Read more
ESTATE & TRUSTS Estate Planning Services Revocable & Irrevocable Trust Content pending.
Guardianship & Conservatorship CARE OF MINOR CHILD A guardian is someone who takes care of a minor child’s needs. This includes making decisions regarding shelter, education, food, and medical care for a minor child. If you are taking care of the child on a long term basis, you may want to consider becoming the child’s guardian. … Read more
ESTATE & TRUSTS Business Succession Planning Incorporating business succession planning into the estate planning process is essential for business owners. Planning for what will happen to your business upon your retirement or death can address how the business will be managed, who will own it, and whether or not it will be sold or continue. … Read more
ESTATE & TRUSTS Nuptial Agreements PRENUPTIAL (ANTENUPTIAL) AGREEMENT Nuptial agreements are not an indication that either spouse believes that their marriage will fail. However, it is impossible to predict the future, so some may want to have a plan in case the marriage does fail at any point. No one gets married with the intention … Read more
ESTATE & TRUSTS ESTATE & TRUSTS Planning For Life Transitions Estate & Trusts Law is a natural fit for our family law and adoption law practices because after a life transition, such as the birth or adoption of a child, marriage or divorce, or the passing of a loved one, we understand how significantly life … Read more
Glossary of Terms – Estate & Trusts Administrator The person appointed by the court to manage an estate when there is no valid will; called a personal representative in some states. An administrator has the same duties as the executor of a will. Applicable Exemption Amount A lifetime federal estate and gift tax exemption. Transfer … Read more
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