At The Van Winkle Law Firm, we work closely with beneficiaries, trustees,
and executors. Our attorneys help ensure that estates are managed efficiently
and effectively during and after their transfer by advising these individuals
on the complexities of personal liability, duties, and administration
imposed by law.
The attorneys on our Trusts, Estates & Elder Law team work hard to
assist with the administration and settlement of estates and trusts. Whether
that means administering a trust for an incapacitated client or assisting
an executor with the myriad of responsibilities that accompany the passing
of a loved one, you can count on our team to ensure that your affairs
are handled with the utmost professionalism. We have ample experience
in the areas of trust administration and settlement, ancillary estate
administrations, formal probate proceedings, and small estate administration.
When appropriate, one of our attorneys can also serve as a client’s
agent. In these cases, we work with our client to develop and execute
a comprehensive plan to manage the client’s affairs. In the past,
a member of our team accepted the responsibility of acting as attorney-in-fact
and successor trustee for a married couple who did not have children or
other family members available to manage their affairs. When the couple
could no longer act on their own behalf, their attorney arranged home
care, managed several million dollars in assets with the assistance of
the clients’ long-term investment counselor, maintained contact
with the couple’s family members, and supervised the couple’s
status in a skilled care facility.
No matter what life stage you are at or what type of assistance you need,
you can trust in our team to work with you to implement and execute a
plan that fits your unique needs.
Contact us today to learn more about our services and how we can help you.