Probate

  1. • With a Will
  2. • Without a Will

Probate Related Matters

  1. • Will Contests and related issues
  2. • Bad executor removal
  3. • Represent personal representatives, trustees, heirs and beneficiaries from all states.
  4. • Handle complex family issues and disputes
  5. • Mediate estate disputes
  6. • Administer estates efficiently
  7. • Manage, fund and administer trusts

Non-Probate Administration

  1. • Revocable Living Trusts
  2. • Small Estates
  3. • Payable on Death Estates –beneficiary designation problems
  4. • Life Insurance Defects and/or Administration
  5. • Affidavits in lieu of probate

Go to the Probate Page

Estate Planning

  • 1. Wills

  • a. Wills with Credit Trusts to avoid tax
  • b. Wills with Trust for kids/grandchildren to education and sprinkle distributions
  • c. Wills with Guardianship provisions
  • d. Wills with Nonintervention by Court

  • 2. Trusts

  1. a. Living Trusts
  2. b. Testamentary Trusts (take effect after death)
  3. c. Trusts for Minors
  4. d. Charitable Trusts
  5. e. Life Insurance Trusts
  6. f. Q-Tip Trusts
  7. g. Credit Shelter Trusts
  8. h. Annuity Trusts

  • 3. Powers of Attorney

  • a. For health/medical decisions
  • b. For finances
  • c. Special Situations

      1. 4. Advanced Health Care Directive (aka “living will”)

      1. 5. Property Agreements

      1. a. Community Property Agreements
      2. b. Premarital/Prenuptial Agreements
      3. c. Post-nuptial Agreements

      1. 6. Trust and Estate Dispute Resolution Agreements

    Go to the Estate Planning Page

    Real Estate

          1. 1. Title Defects.

          1. a. Searching Title for rights, problems, liens, clouds
          2. b. Clearing Bad Title
          3. c. Access to all major real property data bases for efficiency
          4. d. Recording correction documents

          1. 2. Negotiations

          1. 3. Contracts – Buy/Sell, Encumber, Deeds of Trust, Promissory Notes
            1. 4. Adverse Possession – Claims against neighboring properties

            1. 5. Transfers to Trust, LLC, Valuations

            1. 6. Property Management

            1. a. Leases
            2. b. Rental Management

        Go to the Real Estate Page

        General Law

            1. 1. Financial Exploitation
            2. 2. LLCs, Partnerships and other asset protections
            3. 3. Elder Law & Vulnerable Adult Care – planning, care contracts, Medicaid issues, gifting
            4. 4. Adoptions
            5. 5. Guardianships
            6. 6. Contracts

        Go to the General Law Page