Estate Planning: This involves the preparation of a plan to meet the goals of the client which usually include the orderly transfer of wealth, and in some cases also include estate tax minimization, avoidance of probate, incapacity planning and/or asset protection planning.

Estate Taxation Planning: Estate taxation planning focuses on preserving assets from estate, gift, and income taxes through the use of trusts, asset repositioning, and other mechanisms.

Long Term Care/Special Needs Planning: This is a specialized type of estate planning which focuses on counseling clients and their families on a variety of long term care issues in conjunction with estate planning. We advise clients on how to preserve their assets from the cost of long term care without jeopardizing the quality of their lives. We also help clients plan for the care and financial needs of special needs minor or adult children.

Estate Administration: As attorneys for the executor or administrator of an estate, we will see an estate through the entire estate administration process. This often includes obtaining the appointment of the executor or administrator of the estate, marshalling assets, preparing the estate inventory, selling or transferring real estate or other property, preparing and filing the estate tax return, preparing a final account for the Court and providing for the distribution of assets to beneficiaries.

For more information, please contact llessage@mendel-law.com