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We provide a full range of estate planning, probate and trust administration services to our clients. Among the services we provide are the following:
- Preparation of wills and other sophisticated estate planning vehicles such as revocable trusts, generation-skipping trusts, life insurance trusts, charitable gifts, gift programs to family members, and family limited partnerships.
- Advice on, and preparation of, health care powers of attorney, general powers of attorney, and living wills.
- Assessing the legal and tax aspects of personal, financial and estate planning including the ramifications of individual retirement accounts, closely held businesses, and family owned businesses;
- Assistance with decedents' estates including counseling to trustees and other fiduciaries with regard to their duties and responsibilities concerning investments, tax, and accounting.
WILLS, ESTATE PLANNING & PROBATE - ATTORNEYS
ARTICLES
Representative Estate Disputes:
- Person passed away during divorce proceedings with a pre-nuptial agreement inconsistent with will. Children, who were to inherit under the will, needed assistance resolving conflict with the as to distribution of estate.
- Dispute regarding elderly person changing will to benefit one child over another. Person's wills had always treated both children equally, although child receiving greater benefit under most recent will had been the care provider. Greatest problem was that the elderly person was suffering from dementia and possibly Alzheimer's and it appeared that daughter providing care had influenced the making of the newer will to her benefit.
- Grandson, who was named executor under both of his grandparents' wills, petitioned to probate both wills after grandparents died within a year of each other. The grandson's aunts, who were the children and beneficiaries of the grandparents, objected to the grandson serving as executor. There were no grounds for the premature objections and grandson was appointed after litigation.
- Couple died over 60 years ago owning numerous acres of land. Not only did neither the husband nor the wife have a will, but also they had a great number of children. Due to the passage of time, the family needed a great deal of work to resolve the descent of title and the validity of claims to additional ownership by those who had maintained the property financially and otherwise.
WILLS, ESTATE PLANNING & PROBATE - PARALEGAL
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