Property transfers effective at death;
Pros and Cons of using a living trust;
Evaluation of types of trusts applicable to your situation;
Review and analysis of your existing estate planning documents;
Pros and cons of joint tenancy and other forms of co-ownership;
How to receive life insurance and retirement benefits with a minimum of taxes and administrative expense;
Property rights on marriage or remarriage;
Drafting of documents tailored to your specific goals and needs:
Living trust to avoid probate and conservatorship;
Trusts to reduce or defer estate taxes;
Simple Will, trust Will, Medical Directives;
Marital Property Agreements;
Durable Power of Attorney - Asset Management;
Nomination of Conservator of Person and Estate;
Advance Medical Directive (formerly Durable Power of Attorney for Health Care);
Probate: Court supervised administration of a decedent's estate.
Conservatorship of Estate: Court supervised administration of assets of an incapacitated adult.
Conservatorship of Person: Court supervised management of personal and health care of an incapacitated adult.
Last modified: 11/24/08