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Probate and Estate Planning

Wills and Trusts:


• Drafting and updating wills
• Establishing revocable living trusts
• Creating irrevocable trusts for asset protection
• Testamentary trusts for minor beneficiaries

 

Estate Tax Planning:


• Minimizing estate and gift taxes
• Leveraging exemptions and deductions
• Utilizing lifetime gifting strategies
• Charitable giving and foundations

 

Asset Protection:


• Structuring trusts to shield assets from creditors
• Creating family limited partnerships (FLPs)
• Incorporating offshore trusts or entities

 

Advance Healthcare Directives:

 

• Drafting living wills
• Appointing healthcare proxies or power of attorney
• End-of-life decision planning

 

Guardianship and Conservatorship:


• Appointing guardians for minors
• Establishing conservatorships for incapacitated adults

 

Probate and Estate Administration:


• Navigating the probate process
• Distributing assets to beneficiaries
• Handling estate debts and taxes

 

Business Succession Planning:


• Creating succession plans for family businesses
• Implementing buy-sell agreements
• Managing ownership transitions

 

Special Needs Planning:


• Establishing special needs trusts
• Providing for disabled family members
• Preserving government benefits eligibility

 

Estate Litigation:


• Resolving will contests and disputes
• Challenging or defending against the validity of wills or trusts

 

Elder Law Services:


• Long-term care planning
• Guardianship and conservatorship for seniors
• Elder abuse and fraud protection

 

International Estate Planning:


• Addressing cross-border estate planning issues
• Managing foreign assets and investments
• Compliance with international tax laws

 

Digital Estate Planning:


• Managing digital assets and online accounts
• Providing access to online accounts after death
• Protecting digital privacy and data