“You and your loved ones have worked hard your whole life to acquire valuable property. Working through the planning and disposition process can be arduous - let us help you preserve and protect it. ”
Wills & Estates
Our firm values the disposition of property as a legacy or bequest as much as the accumulation and protection of it. We offer services that discretely and respectfully honor wishes for the disposition of property at the end of life as well as through intra-life gifts. We understand that these are among the most highly personal decisions people make in their lifetime. We give our clients the ability to fulfill their wishes and the respect that they deserve in doing so.
Our transactional services include:
Will and trust preparation and guidance
Alternatives to probate - survivorship agreement, transfer on death deed (TODD), Lady Bird deed
Affidavit of heirship creation and intestacy resolution
General probate and administration of estates
Wealth and tax planning via collaboration with a CPA of your choice
Advanced directive planning such as – durable power of attorney, medical power of attorney, directive to physicians, appointment of guardian, disposition of remains, etc.
Elder law services - qualification for government benefits and planning (Medicaid / Medicare / Social Security) - we will go above and beyond for the greatest and most vulnerable of our community
Guardianship proceedings representation
Our contested issue services include:
Will contests
Undue influence or duress allegations
Lack of capacity issues
Guardianship proceedings representation
Ward representations as guardian and attorney ad litem (via court appointment)
Partition of property (in kind or by sale) and disputes among heirs or expected heirs
Fraud, abuse, neglect, conversion