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How Can a Trust & Estate Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
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When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax and generation-skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
Assistance to the executor with the preparation of the required probate documents and assist in the valuation of estate assets
Making insurance claims
Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
Monitoring of the investment of the estate’s assets
Arranging for the distribution of the estate’s net assets
Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts. Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trust and Estate attorney's goal for its client/s?
The goal of a Trust and Estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift and generation-skipping tax issues involved in transfer planning.
The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. The information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.
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WEKSLER LAW GROUP, PLLC
2719 Hollywood Blvd. Suite B-97
Hollywood, FL 33020
Toll Free: (877) 230-2986
Main Office: (954) 241-4886
Fax: (754) 209-0593
Ronald Weksler, Esq.
Direct Line: (954) 332-7196