Estate Planning and Probate

Estate_Planning_and_ProbateO’Connell, Attmore & Morris provides a full range of estate planning, preservation, and probate services for clients, from preparing wills and trusts to overseeing probate for decedents’ estates. The firm’s estate planning attorneys have decades of transactional law experience, which allows them to take an efficient, cost-appropriate approach to this practice area.

Our attorneys prepare wills to ensure that our clients’ money and other assets will be distributed to their beneficiaries according to their wishes, and we are available to make adjustments in designated beneficiaries after any changes in family status. We begin by discussing our clients’ long-term goals, and we devise a strategy to help achieve them, which includes financial management and often charitable giving. We also provide tax planning services, primarily to preserve the estates of clients with a net worth of assets of $2 million or more.

The firm provides counsel on the relative benefits of establishing a broad range of trusts, depending on our clients’ assets, goals, and intended beneficiaries. These include credit-shelter trusts, living trusts, charitable trusts, and charitable split-interest trusts. Our attorneys also provide counsel and oversee the process for adoptions and conservatorships, and work with closely-held businesses on succession planning and tax planning associated with these transactions.

Our attorneys assist parents in creating trusts that will govern how their children’s inheritance is managed until the children reach the age of majority, or later, as desired.  In addition, we are experienced in handling any issues that may arise, such as providing long-range planning for families with special needs children, establishing trusts, and coordinating their social services so that they still qualify to retain their benefits.  Another common goal of our clients is equitable estate planning where family businesses are involved.

Family issues can be complex and daunting.  Our attorneys have the sensitivity and proficiency to help our clients sort through these issues and establish a plan that achieves their goals, in the most cost-appropriate and tax-efficient way.