Estate Law
Estate planning requires drafting documents – but the real work lies in understanding clients’ particular needs, and crafting wills and other documents that accomplish their particular objectives. We have extensive experience with both estate planning and estates work.
Our wills and estate planning services include:
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Drafting Wills and Trusts (including Family, Alter Ego and Disability Trusts)
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Preparing Representation Agreements and Advance Directives
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Drafting Powers of Attorney
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Applying for Committeeship for incapacitated adults
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Developing planned giving instruments and agreements to facilitate charitable giving
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Working with charities to implement planned giving programs
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Implementing risk management and asset protection strategies and implementing ownership changes to minimize taxes and probate fees
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Providing advice for caregivers and trustees of incapable adults
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Establishing private foundations
After a family member has passed away, our firm can assist with completing the necessary work on their estate. Our estate administration services include:
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Providing general advice with respect to the administration of estates
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Assisting executors in locating and verifying assets and liabilities
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Preparing all documents required to obtain a grant of probate
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Applying for a grant of probate and, where necessary, attending to court applications
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Transmission of assets to personal representatives and beneficiaries
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Passing of accounts
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Resolving estate claims and disputes among beneficiaries