Estate Planning & Administration
A. Estate Planning
We feel that we plan better on the “front end” because we know what the “back end” (the implementation/administration of a plan) looks like in practice, not just theory.
• Powers of Attorney, Living Wills, & Advanced Health Care Directives
• Sub-Trusts for Minors and Beneficiaries with limited Financial Skills
• Trust & Wills
• Special Needs Trusts
• Federal Estate, Gift & Generation Skipping Tax Planning
B. Estate Administration
Many Attorneys do not emphasize that a Fiduciary should do the things that keep everyone adequately informed and keep the Fiduciary’s liability to a minimum. This generally includes “administrative” items that are not just mere legally required formalities, but a means of heading off problems before they develop. We do emphasize this because one of our “gold-standards” is to keep the Fiduciary out of litigation.