Estate Planning

If you knew something harmful was about to happen to your family, wouldn't you act to protect them? That is what estate planning is all about. A comprehensive estate plan that includes a will or living trust, powers of attorney for health care and property, and irrevocable life insurance trusts ensures that your family is protected at the most vulnerable times. Estate planning also covers succession plans for family owned businesses, guidance for estate and gift tax scenarios, and probate protection. As our population ages, the Estate Planning group at Lavelle Law provides representation in matters of elder law, Medicaid benefit planning, and counsel for Alzheimer care-givers.

Our Services

  • Revocable Trusts and Wills
  • Business Succession Planning
  • Trust and estate administration
  • Guardianship proceedings
  • Contested Estates and Trusts
  • Federal estate and gift tax audits
  • Estate Planning (Wills & Trusts)
  • Estate and Trust Administration
  • Counsel on Wealth Preservation
  • Durable Powers of Attorney for Health Care and Property
  • Grantor Retained Annuity Trusts
  • Elder Law
  • Counsel for Caregivers of Alzheimer's Patients
  • Probate and Contested Estates and Trusts
  • Special Needs & Pay-back Trusts
  • Planning for same-sex couples
  • Irrevocable Life Insurance Trusts
  • Medicaid/Government Benefits Planning