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ESTATE
PLANNING AND PROBATE
Kroloff, Belcher, Smart, Perry & Christopherson has several
attorneys with extensive experience in estate planning, probate, and
related litigation matters. In addition, we have a knowledgeable
paralegal staff to assist us in handling probate and estate planning
matters in an efficient and economical fashion.
Estate Planning: Our goal in estate planning is to develop a
personally-tailored estate plan for each client. We will meet with the
client in order to discuss and analyze the client's assets and
objectives. We then assist the client in formulating a plan to
transfer his or her assets to designated beneficiaries (either during
the client's lifetime, upon his or her death, or both) with a minimum
of loss due to taxes and administrative expenses. We often prepare a
revocable living trust for a client as a major component of his or her
estate plan.
We also advise clients on the use of Advanced
Healthcare Directives and Durable Powers of Attorney
for asset management.
Probate Services:
The firm provides a complete range of probate services, from summary
administration of small estates and community property confirmations
to comprehensive, court supervised proceedings. Our goal is to assist
our probate clients in distributing the estate's
assets in a proper, efficient and timely manner.
Trust Administration: The firm advises trustees, including a
number of professional trustees, in the trust administration process,
including advising them on accounting and tax administrative issues,
and trust disputes.
Probate and Trust Litigation:
In addition to estate planning and probate administration, our
attorneys have substantial experience in probate and trust litigation.
This experience includes litigation involving the interpretation of
wills and trusts, actions involving accountings, and disputes
regarding the proper disposition of a decedent's estate or trust.
Conservatorships:
We assist clients in a wide variety of matters involving
conservatorships, including establishing them when necessary,
preparing the necessary accountings and reports, and seeking
substituted judgment orders.
Recent Articles
"The Current Status of the Transfer Tax
System", Christopher Engh
"The No-Contest Clause", Christopher Engh
Attorneys:
Gary
Christopherson
Christopher Engh
Laurie Bell Schrum
Matthew S. Reynolds
Scott R. Rooker
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