During this health crisis our attorneys are here to serve you. Concerned about estate planning? We are happy to meet with you via phone or video conference. Need to sign documents? Arrange for a drive-up "car signing."
Let us help you develop the documents (will, trust, power of attorney, advance directive) that will provide a clear set of instructions about how your care, property and assets should be managed, both during the course of your life (if you are unable to care for yourself at any point) and after your death. Our goal is to help you protect yourself and the people and causes you care about.
Probate is the legal process in which a court oversees the administration of the estate of a person who has died. We help you navigate the probate process whether the estate is small or complex, advise you about your duties, and legal and logistical issues. We work as a team with your financial advisor and CPA to ensure all aspects are coordinated.
If you are appointed as a Trustee, we have the expertise to help you understand your legal duties under the trust agreement and state law. We provide both legal and practical advice for the smooth administration of both revocable and irrevocable trusts. We have experience in handling modifications, settlement agreements, changes of trusteeship and other issues related to the administration of irrevocable trusts.
Explore with us the estate planning and other steps you can take to plan for the incapacity of you or a loved one. When a less restrictive alternatives isn't available, we help clients determine whether the appointment of a guardian or a conservator is appropriate and handle the proceeding to secure appointment. Once you are appointed, we guide and advise you about your duties and responsibilities.
Business Organization & Transactions
We partner with you from the inception of your business, helping you to choose the best business entity and jurisdiction and preparing and filing the appropriate governance documents including articles, operating agreements or bylaws. Once your business is formed, we can advise you about business transactions and draft resolutions and minutes, contracts, buy-sell agreements and purchase or sale agreements.
Special Needs Planning
We help you plan for the special needs of a family member, including through the creation of special or supplemental needs trusts, whether a first-party (d(4)(A)) or a third-party trust. We advise trustees on the administration of special needs trusts so that the beneficiary’s eligibility for public benefits (Medicaid, Supplemental Security Income (SSI), public housing, or any other program) is preserved.
Give us a call or send an email to discuss your estate planning and other legal services needs.