Legal Services
Laura’s estates practice is comprised of estate planning and administration, more particularly described below:
Estate Planning
- Preparation of Wills and Trusts
- Advising on estate planning to minimize estate administration taxes (“probate fees”) and taxation at death
- Advising on estate planning to protect vulnerable individuals, including preparation of a Henson trusts for individuals who are mentally incapacitated
- Working with trust companies to prepare Wills where the trust company is appointed to act as Executor and Trustee
Estate Administration
- Applying for Certificate of Appointment of Estate Trustee with or without a Will ("probating a Will")
- Advising Executors and Trustees about their duties and obligations in settling an estate
- Assisting Executors and Trustees in completing their duties
- Advising Trustees on matters that arising during the administration of trusts established in the Will
- Working with Office of the Public Guardian and Trustee in settling estates
- Advising beneficiaries of their rights under a Will or on an intestacy
Incapacity Planning
- Preparation of Continuing Powers of Attorney for Property and Powers of Attorney for Personal Care
- Advising guardians and attorneys appointed under a Power of Attorney of their duties and obligations when acting