Estate Planning and Probate

Wills and Trusts

• Last Will and Testament

• Pour-Over Will (when Trusts are Utilized)

• Revocable Living Trust

• Irrevocable Trust

• Special Needs Trust

• Charitable Trust

• Pet Trust

Probate

• Case Review to Determine if Probate is Necessary

• Open Estate and Provide Required Notices to Creditors and Interested Parties

• Gather and Inventory Estate Assets

• File Estate Tax Returns

• Address any Will Contests, Debts, or Beneficiary Disputes

• Distribute Assets to Beneficiaries and Provide for Final Accounting of the Estate

Powers of Attorney and Healthcare Directives

• Durable Power of Attorney 

• Medical Power of Attorney

• Living Will

• DNR Orders

Estate Litigation

• Will Contests, including Lack of Testamentary Capacity, Undue Influence and Fraud/Forgery

• Executor or Trustee Misconduct, including Breach of Fiduciary Duty, Self-Dealing or Failure to Distribute Assets Properly

• Debt Collection Against Estates

Business Succession Planning Integration with Estate Plan

• Operating or Partnership Agreements

• Buy-Sell Agreements

• Business Continuity Plan