Wills & Trusts

Estate planning and incapacity documents.

Estate planning

Conservatorships

Guardianships

We represent a variety of individuals and families at different stages of life. We develop comprehensive and customized estate plans that are right for your family situation:

  • Two parent families and single parent families wishing to protect their children and themselves

  • Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel

  • Gay and lesbian families negotiating the challenges of creating new relationships

  • Family business owners seeking ways to protect and expand their businesses and considering how and when to transition to the next generation of ownership

  • Estate executors and beneficiaries navigating the court system and the probate administration process

  • Family members carrying out the legacy of a loved one through trust administration

  • Executors, trustees and beneficiaries seeking to resolve conflicts

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Estate planning:

Wills and Trusts

  • Wills for individuals and married couples
  • Revocable Living Trusts
  • Testamentary Trusts
  • Irrevocable Life Insurance Trusts
  • Charitable Lead and Remainder Trusts
  • Asset Protection Trusts

Children

  • Nominating a guardian
  • Disinheriting children
  • Special Needs Trusts

Incapacity Documents

  • Powers of Attorney
  • Advance Health Care Directives
  • HIPAA Medical Releases
  • Guardianships
  • Conservatorships
Two People Meeting in Street

conservatorships:

Conservators are relationships appointed by a court to care for people who have lost the ability to care for themselves. If you have a loved-one who is losing – or has lost – the ability to care for him or herself, we can advise you on the legal avenues available to help in this situation.

In a conservatorship, the court appoints an individual to manage the financial affairs of a person who is deemed incompetent to handle his or her own affairs. A person may have a conservator for their finances but still be able to make their own personal decisions.

A decision to apply for a conservatorship for a loved one is never easy. You will have many questions. We can answer those questions for you, and help you go through the process as easily as possible.

Two Women Talking

Guardianships:

Guardians are persons appointed by a court to protect minors.

In a guardianship, the court can appoint a “guardian of the person”, to make decisions about personal care, such as where the child will live and what kind of care they will receive. The court also can appoint a “guardian of the estate” to handle the child’s financial affairs.

If you have a question about guardianships or would like to nominate a guardian in case one needs to be appointed for your own child, we can advise you on the legal avenues available to help.

Family with Small Children

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