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Whenever an individual dies without a Will (known as intestate), or with a Will (known as testate) and property has not been previously transferred to other individuals, the estate must go through probate. The court reviews the assets and debts belonging to the individual, and determines the distribution of those assets and payment of debts. The probate process can be very straightforward, but can sometimes be lengthy and somewhat complicated, depending on the estate. Our attorneys are very skilled at making the process as streamlined as possible for you, whether you are the beneficiary, fiduciary, guardian, conservator, trustee, executor or administrator.
Taxes: Our attorneys are trained in dealing with federal and state gift, inheritance, and estate taxes, for you, your spouse, and your children. We assist in preparation of federal estate and inheritance tax returns and gift and generation-skipping tax returns. We can recommend qualified tax preparers to assist you with this process as well.
Guardianship: In the event a loved one does not have the mental capacity to care for themselves or make decisions, a guardianship is recommended. We help our clients apply for the guardianship, understand their roles and responsibilities as a guardian, file any necessary documents with the court, and give advice for care options.
Conservatorship: An adult with an impairment may require assistance in managing their financial affairs, in which case a conservatorship is necessary. A conservator is someone who manages and cares for the financial interests of another. We assist our clients through the process of applying for the conservatorship, explain their roles and responsibilities, and assist with the preparation of annual reports required by the courts.