Estate Planning
The Hamilton Law Firm provides sophisticated, confidential and practical legal advice on personal retirement plans, succession planning for owners of family businesses and charitable giving. The Hamilton Law Firm is experienced in estate planning and administration for everyday people and very large estates too.
The orderly transfer of wealth from one generation to the next while minimizing tax liabilities is helpful, but also important in order to maximize the benefits of charitable giving.
The Hamilton Law Firm services include: (but are not limited to)
- Living Trusts
- Marital Deduction Trusts
- Life Insurance Trusts
- Trusts for Minors
- Special Needs Trusts
- Personal Residence Trusts
Documents
- Durable Power of Attorney
- Advance Medical Directives
- HIPAA Power of Attorney
Charitable Gift Documents
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Charitable Gift Annuity Agreements
- Private Foundation Documents
- Minimizing estate, gift, generation-skipping and income taxes
- Creation of limited partnerships, limited liability companies and other entities
Court Filings
- Will probates and fiduciary qualifications
- Notices of Probate
- Inventories
- Accountings
- Debts and demands proceedings
- Disclaimers
Trusts & Estate Litigation include:
- Aid and guidance in interpreting a will or trust
- Allegations of breach or fiduciary duty
- Conversion of trust assets
- Testamentary capacity, fraud and/or duress
