A comprehensive estate plan can resolve a number of legal questions that arise when someone dies. It is perhaps the most important step a person can take to ensure loved ones are provided for and that property disposition and health care wishes are honored. Unfortunately, many people overlook the need for estate planning or simply put it off.
Loe Warren offers extensive counseling, administration and litigation assistance with estate planning, wills, trusts and probate. A board-certified estate planning and probate attorney will carefully analyze each client’s needs and objectives and provide vital documents that ensure those goals are met. Documents might include a complex will, a simple will, tax wills, a wide variety of trusts, powers of attorney and a directive to physicians (living will).
These documents will greatly save on an estate’s administrative costs and taxes as well as reduce the hurdles that must be overcome by heirs and estate administrators when a person dies.
Also of critical importance is planning for growing older. Our firm is skilled at helping clients deal with the changes that come with aging. We help seniors, and those who care for them, establish workable estate and long-term health care plans. Often, planning for an immediate or future care involves legal guidance and representation in matters of guardianship and Medicaid eligibility.
Our firm can provide a workable plan that provides clients with quality health care and protection of valuable assets, and ensures they or their family members will qualify for Medicaid if the need arises.
Upon a person’s death, our firm will help children, administrators, personal representatives, beneficiaries, trustees, attorneys-in-fact and other fiduciaries regarding the proper distribution of assets, liquidating liabilities, paying taxes, attending probate court proceedings and carrying out decedents’ wishes. Our attorneys represent family members in will contests as well as creditors seeking resolution of claims against an estate.
The firm’s services include:
- Directive to physicians (living will)
- Reciprocal spousal wills
- Powers of attorney
- Revocable and irrevocable trusts
- Generation-skipping trusts
- Living trusts
- Gifts to children
- Special needs trusts for children
- Limited guardianships
- Charitable gift and philanthropic planning
- Blended-family estate plans
- Prenuptial, postnuptial and cohabitation agreements
- Advice on elder law issues including Medicaid-qualifying trusts and Medicaid planning
- Estate administration
- Trust administration