Estate planning is not just for the wealthy, nor is it just for empty nesters. It's wise to begin estate planning at an early age to ensure your family is taken care of when you die. The goal is to ensure the people and organizations that you care the most about receive the proceeds of your estate according to your wishes, when the time comes. And with the least in taxes, court costs and legal fees.
We are experienced in assisting with the following:
- Asset protection
- Avoiding probate through deed transfers
- Beneficiary rights
- Estate planning documents (wills, powers of attorney, medical directives, etc.)
- Estate taxes
After a deceased person's will has been read, family members may object to the distribution of property, assets, and trusts. In these cases, having a lawyer who is well versed in probate litigation is essential to help guide a family through settling the estate peacefully and fairly.
It is difficult for families to deal with the passing of one of their loved ones—more so when two or more people believe that they were promised Grandpa's old Thunderbird or Mom's engagement ring.
Our job is to help families and their executors and trustees sort out the difficult parts of estate litigation. Many times, these disputes can be resolved with negotiation and compromise on the part of both parties. Other times, when a dispute cannot be resolved the parties will go to probate court where a final ruling will be made.
We work with trustees and their families to resolve the following issues:
- Will and trust disputes: Situations where a family member is disputing or challenging a will or trust, endeavoring to set aside a will, or questioning an inheritance or disinheritance
- Blended family disputes: Where family members from different marriages of the decedent disagree on fair distribution of the decedent's property
- Determination of family rights: The rights of a decedent's heirs and their descendants and family members
- Removal of a trustee: When the beneficiary of a trust or will feels unfairly treated and petitions to have the trustee removed from their position of authority
- Sale of estate or trust assets: Selling property or other assets for the decedent's family