At the core of trust and estate planning is the preservation of assets, deference to the trustee or estate owner, and sensitivity to relevant personal issues. CarneyKelehan, LLP attorneys are qualified in all aspects of planning, administration, tax and litigation related to trust and estate planning. A well-executed estate plan carefully provides for one’s family and loved ones. CarneyKelehan, LLP offers assistance with trust and estate planning and asset protection helping clients navigate the complex implications surrounding trusts and estates and wealth transfer.
We begin by evaluating the client’s goals and their family and economic situation. We are sensitive to the needs of clients with young or disabled children, blended families and other significant circumstances. We help clients create estate planning documents unique to each of their situations. We also review current estate planning documents to ensure they meet the client’s needs and goals. Our attorneys are experienced in preparing:
-
Last Will and Testaments.
-
Personal Financial Powers of Attorney in the event of disability, incapacity or unavailability.
-
Advance Directives (Health Care Powers of Attorney and Living Wills).
-
Life Estate and Transfer on Death Deeds to convey assets to family members or other designated beneficiaries.
-
Trusts to limit probate, handle special family needs and administer retirement assets and assist in the management of trust assets and administration. Once a trust is established, the trustee must meet all legal obligations in administering the trust. Our attorneys will assist the trustee in administering the trust throughout its existence.
-
Succession plans for family businesses.
Probate and Estate Administration
CarneyKelehan, LLP attorneys guide clients through the probate process when they have recently experienced the loss of a loved one. We offer assistance in:
- Probating and administering the estate.
- Making family, spousal and tax elections.
- Preparing necessary income and fiduciary tax returns.
- Handling administrative details with the probate court and other persons dealing with the estate.
- Inventorying and accounting for the estate.
- Distributing assets of the estate.
- Will caveats.