Estate Planning

We will work with you to develop an estate plan that will best meet your goals:

  • Wills & Trusts
  • Powers of Attorney
  • Advance Directives
  • Gift &¬†Estate Tax Planning
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Estate Administration

We can assist you with all aspects of estate administration including:

  • Small Estate Affidavit
  • Probate
  • Preparation of State and Federal Estate Tax Returns
  • Post-death Tax Planning in the Form of Disclaimers
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Trust Administration

Attorneys at Hilary Carter Law advise trustees regarding:

  • Trustee Duties
  • Revocable & Irrevocable Trust Administration
  • Post-death Administration
  • Preparation of State and Federal Estate Tax Returns
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Elder Law

We help you and your family plan for or deal with the legal consequences of aging:

  • Choice of Fiduciary
  • Estate Planning
  • Medicaid Planning
  • Guardianships & Conservatorships
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Business Law

The attorneys at Hilary Carter Law provide business advice:

  • Business Formation & Governance
  • Succession Planning
  • Buy-Sell Agreements
  • Purchase or Sale of a Business
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Special Needs Planning

We advise individuals with special needs and their families about:

  • Available Resources
  • Guardianships & Conservatorships
  • Self-Funded Special Needs Trusts to Hold Inheritances, Personal Injury Settlements or to Qualify for Benefits
  • Third-Party Special Needs Trusts
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Next Steps...

Give us a call or send an email to discuss your estate planning and other legal services needs.