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Probate and Estate Administration
- Prepare and file court documents to open and administer decedents’ estates;
- Inventory, collect, manage and disperse real and personal property of estate;
- Negotiate and resolve issues with estate creditors and beneficiaries;
- Make determinations of homestead and exempt property;
- Prepare accounting and provide related estate advice;
- Administer Will and internal trust directions and close estate.
Adult and Minor Guardianship Administration and Litigation
- Prepare and file petitions to determine mental and physical incapacity;
- Contested incapacity in guardianship cases;
- Prepare annual care plans and accountings;
- Attend court audits;
- Obtain court approval of estate planning and tax savings measures;
- Representative and successor representative restoration and removal proceedings.
Trust and Estate Litigation
- Provide representation in Will contests and undue influence cases;
- Creditor claims, trust actions;
- Actions to construe the terms of Wills and Trusts;
- Fiduciary removal proceedings;
- Elective share actions.
Estate Planning
- Prepare simple and complex Wills;
- Living Wills;
- “Pour-over” Wills;
- Revocable and Irrevocable Trusts;
- Bloodline Trusts;
- Family Limited Partnerships;
- Special Needs Trusts;
- Durable Power of Attorney for Health Care;
- Powers of Attorney for property and finance.
