Estate Planning and Probate Matters

Our estate plans are tailored to meet each client’s needs, objectives and to minimize tax liability. Planning for your familie’s future and setting up a plan to help your family during a stressful time i

  • Trusts:
    • Revocable Living Trusts
    • Charitable Trusts
    • Gun Trusts
  • Wills
  • Living Wills (Directives to Physicians)
  • Durable Powers of Attorney
    • Asset Management
    • Healthcare Decisions
  • Trust Administration
  • Probate of Estates
  • Family Limited Partnerships
  • Family Limited Liability Companies
  • Family Business Succession Planning
  • Lifetime Gift Planning:
    • Outright gifts
    • Trusts
    • Gifts to children under the Uniform Act on Transfers to Minors
    • Gifts to charity
    • Outright lifetime and testamentary gifts
    • Charitable foundations
  • Retirement Benefits Planning
    • Planning for the use and distribution of IRAs and qualified retirement plans

Probate

  • Probate
  • Trust Administration
  • Trust litigation

Guardianships

  • Establishment and administration of Adult or Minor Child Guardianship.

Contacts: Sandra G. Lawrence, Norman J. Azevedo