Estate Planning and Probate

 

 

 


 
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The goal of estate planning is to make sure your wishes are carried out with respect to the distribution of your assets, while minimizing taxes and legal expenses. TSLO prides itself on tailoring your estate plan to your individual situation and needs with experience, care and attention.  In addition, TSLO provides broad experience in probate and trust administration.

Estate Planning

The firm handles various estate planning matters, including:

    • Estate and Gift Tax Planning
    • Property Tax Planning for Married, Unmarried, and Same-Sex Couples
    • Analysis and Creation of Estate Plans 
    • Analysis and Creation of Family Business Plans 
    • Drafting Durable Powers of Attorney and Advance Health Care Directives
    • Drafting of Wills, Trusts, and Real and Personal Property Agreements
    • Drafting of Deeds, Deeds of Trust, and Promissory Notes
    • Drafting of Irrevocable Insurance Trusts (ILITs)
    • Drafting of Grantor Retained Annuity Trusts (GRATs
    • Drafting of Qualified personal Residence Trusts (QPRTs)
    • Drafting of Family Limited Liability Companies and Limited Partnerships

 

International Estate Planning

The firm handles various international estate planning matters, including:

    • International Estate Tax Planning
    • Drafting of Qualified Domestic Trusts (QDTs)
    • Creation of U.S. and non-U.S. Entities and Structures for Acquisition of Real Estate
    • Jurisdiction Selection and Conflicts of Laws Analysis
    • Protection and Transfer of Assets to Local and Foreign Beneficiaries


Probate and Trust Administration

TSLO services include:

    • Probate of Wills
    • Will Contests 
    • Community Property Petitions
    • Small Estate Administration
    • Establishment, Administration, and Termination of Trusts

Estate planning and probate issues can be legally and emotionally challenging. With our years of experience, we can guide you through the process with skill and compassion.

 

 

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