ESTATE PLANNING AND ADMINISTRATION
Planning today. Protecting tomorrow.
A thorough estate plan ensures that you and your loved ones are protected at their most vulnerable times – both during incapacity and at death. In addition to preparing wills, living trusts, powers of attorney for health care and property, and various irrevocable life insurance and gifting trusts, our estate planning attorneys can assist with succession plans for family-owned businesses, guidance for estate and gift tax scenarios, and probate protection. After the planning process is complete, our attorneys represent and guide our clients in the ongoing management of trusts and probate estates. As our population ages, matters of elder law, Medicaid benefit planning, and counsel for Alzheimer’s caregivers affect many of our clients, and we are experienced in all facets of these issues. Our Estate Planning attorneys also regularly advise and assist clients with estate planning, guardianship, and managing financial and medical concerns for children and adults with special needs.
Our Services
- Remote Estate Plan Signings
- Business Succession Planning
- Contested Estates and Trusts
- Elder Law
- Estate and Trust Administration
- Estate Planning
- Federal Estate and Gift Taxation
- Grantor Retained Annuity Trusts
- Guardianship
- Irrevocable Life Insurance Trusts
- Irrevocable Trusts
- Powers of Attorney
- Probate
- Revocable Trusts
- Special Needs Trusts
- Wills
OUR ESTATE PLANNING AND
ADMINISTRATION TEAM
ADMINISTRATION TEAM
Estate Planning and Administration Law Posts
Lavelle Law News and Events
As life changes, it is important to recognize major life events when it is pertinent to prepare, review, or update estate plan documents. Whether you recently got married, just had a baby, bought a house, went through a divorce, have an adult child, or are acquiring assets that may need tax planning provisions, be proactive and make sure the proper estate plan documents are in place.
When people hear “estate planning,” they often picture wealthy individuals with sprawling mansions and complex assets. But the truth is, everyone — regardless of income, age, or family size — can benefit from having an estate plan.
When someone passes away owning property in another state, their estate may need to go through ancillary probate—a secondary court process in that state.
