Wills, Trusts, and Estates

Our Trusts and Estates attorneys focus on providing responsive, individualized representation to individuals, families and fiduciaries. Each client receives personalized attention in order to understand the client’s goals and wishes. This is important so that a comprehensive and sophisticated estate plan, or the administration of one’s estate can be undertaken for each client. Our wills, trusts, and estates lawyers are seasoned professionals who have the education, skill and experience to handle all of your family’s needs.

We also believe in assisting our clients in other private and personal matters; ranging from family business succession planning, employment agreements, real estate transfers, collecting, appraising and transferring assets such as art work, yachts and personal affects; and, the counseling, drafting and representation of prenuptial and marital agreements.

Estate Planning

Our Wills, Trusts & Estates attorneys help clients to identify and then create personalized wealth transfer and wealth preservation plans. Each plan takes into consideration the client’s wishes and desires for themselves, as well as, for the following generations. Close attention is paid to these desires so that the planning can be designed with as much flexibility and control that the client wishes. The plans also take into consideration the tax considerations that are necessary to effectuate the best plan for each individual client.

We also counsel individuals regarding end-of-life issues, including health care directive matters, powers of attorney, and wills. The group also provides counseling for the development of certain trusts, which can be used during, or after one’s lifetime, so as to achieve the goals of the client.

Estate Settlement and Administration

Our Wills, Trusts & Estates attorneys represent families and fiduciaries in the settlement of estates, as well as the administration of various trusts.

Family Business Succession

Our clients are often individuals who are business owners. This can include traditional business, as well as, a professional practice, such as that of an attorney, physician, or an accountant. Attention must be paid towards the development of a successful succession plan for the client‘s business, in the event of an unforeseen incapacity or death. Consideration must be made not only as to the transfer of the business’ assets, but also as to its continued management. By working closely with our clients, we understand not only our client’s desires, but also “their business”, so that we can develop the very best plan to handle the unexpected.

Charitable Giving

Charitable giving is often an important consideration that is given by a client in their estate planning. The charitable giving can also be part of their “lifetime” plan. Our attorneys assist our clients by counseling them as to the benefits of various methods of charitable giving, and assist them in the development of the best lifetime and estate giving plans.

At Libby O’Brien Kingsley & Champion, LLC, our Wills, Trusts & Estates attorneys take great pride by providing the personalized, and responsive attention that each of our clients deserves. This is true such that, we often create long – term bonds with other family members, and we become the “the Family’s attorneys” for generations. We value our client relationships and respect our client’s desires to maintain as much privacy as possible regarding their personal and private matters.