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 Trusts & Estate lawyers are seasoned professionals who have the education, skill and experience to handle all of your family’s needs.
For example, we represent individuals, families and fiduciaries in areas such as:
- Wealth Estate Planning including the creation and administration of various Trusts
- Settlement and administration of estates
- Preparation and filing of estate tax returns
- Probate Guardianship and estate litigation
- Business succession planning
- Charitable giving
We also assist our clients in other private and personal matters ranging from family business succession 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.
Our Trusts & Estates Group helps 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 Trusts & Estates Group represents families and fiduciaries in the settlement of estates, as well as the administration of various trusts. Often, identifying, collecting and appraising assets can be a daunting task for any personal representative, or a trustee. Our years of experience, and our having the personal knowledge of our clients, allows us to assist in alleviating that burden, including the preparation of the estate’s tax return. We are also experienced in problem solving and dispute resolution among family members, which often is required in the settling of one’s estate.
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 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.
Litigation and Dispute Resolution
Our Civil Litigation Group consists of seasoned litigators, who can represent individuals and fiduciaries in any contested matter. Effective and efficient litigation and dispute resolution is yet another part of wealth preservation, as all litigation can be needlessly expensive. We will no doubt represent our client as assertively as needed, but with an eye toward the bottom line, so that the contested matter does not senselessly deplete the very wealth that was intended to be preserved and transferred to others.
At Libby O’Brien Kingsley & Champion, LLC., our Trusts & Estates Group takes 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.