Our law firm is focused on three things: estate planning, estate administration, and estate/trust litigation. Learn more about our sample clients and projects here. These are good examples of work you would be doing if invited to join the team.
We will do just about anything that protects assets from creditors, lawsuits, taxes, nursing home expenses, probate, and bankruptcy. All services are flat fees.
Flat fee packages give clients a guaranteed plan for a predictable cost.
When nursing home costs are threatening financial security, we can help families get qualified for Medicaid (ALTCS) benefits.
Setting up a structure of entities, trusts, limited partnerships, and irrevocable trusts to protect the wealth of an investor.
Sometimes a family left something unfinished and a piece of property or bank account requires some form of probate administration. Or, a trustee wants guidance to make sure they do the job of distributing assets correctly. All services are flat fees.
When there is no fighting among family members, the an uncontested probate can be used to liquidate real estate or gain access to financial accounts.
If the situation doesn't qualify for informal probate and no one is contesting the estate, a formal probate is used to get someone appointed as personal representative.
A trustee is personally liable for distributing the assets of a trust correctly. If they make a mistake, they can be required to fix it out of their own pocket.
When a personal representative or beneficiary is not being treated fairly and needs to defend their rights through a contested probate matter, our team is exceptionally skilled at bringing everything to bear to make sure their rights are pursued. All services are hourly with a deposit and minimum balance required.
An adult who is incapacitated needs someone legally designated to make their medical and financial decisions. If they don't have their documents in place, the court needs to appoint a guardian and/or conservator.
Either a will contest or when NO will exists, we may represent a fiduciary (the PR) or a beneficiary to make sure the estate is being handled correctly.
When a trust is involved, we may be asked to defend the trustee or to protect the rights of a beneficiary.