Don’t settle for less.

Probate & Estate Planning

Nearly everyone experiences probate & estate planning issues at some point in their lives. Effective estate planning reduces the risk of facing difficult probate issues.

Estate Planning encompasses such items as the preparation of living trusts, probate avoidance advice, wills, life insurance trusts, supplemental needs trusts for the disabled, qualified personal residence trusts, grantor retained annuity trusts (GRAT) and grantor retained unitrusts (GRUT), family limited partnerships, and charitable trusts for planned giving to charitable institutions.

The federal estate tax is given careful scrutiny in the implementation of any plan. Business formation and succession planning are integral components of some plans that involve family farms or businesses.

Our settlement services include probate (if applicable) and termination of trusts. We are experienced in the handling of estate and trust administration.

Property or assets that have not specifically been designated to transfer outside of probate may encounter the Probate process requiring survivors to work with Probate Court for the proper distribution. This process is often overwhelming when grieving family members encounter it unprepared.

Attorneys Jackson and Gary are skilled in easing clients through the often-lengthy Probate process with a minimum of frustration.