Estate Planning & Trusts
Our team has the knowledge and the resources to guide you through the process of establishing and then maintaining your estate plan. We’re with you every step of the way to help with the drafting and execution of all estate planning and administration instruments, ensuring that your assets are distributed how you want.
Trusts & Wills
We provide our clients with custom-drafted Wills and Trusts for their individual estate planning needs, based on their particular circumstances and family situations.
Each client is provided with a Last Will and Testament that supports their distribution wishes, and each estate plan is customized for all types of family structures, including: families with minor children, second marriages, same-sex couples, multiple citizenship marriages, and disabled beneficiaries.
There are a wide variety of trusts available, all designed to protect your property and provide benefits for your selected beneficiaries, while limiting your tax liabilities. They include: Living Trusts, Life Insurance Trusts, Minor’s Trusts, Supplemental Needs Trusts, Retirement Trusts, Education Trusts, and more.
Our lawyers help clients by drafting documents to assist them in managing their financial affairs and to make health care decisions on their behalf in case of a medical event or serious accident. Our services include:
- Powers of Attorney
- Statutory Gift Riders
- Health Care Proxies
- Living Wills
Estate and Trust Administration
The death of a loved one can be a difficult and overwhelming time. We provide our clients with all levels of assistance in administering and managing the estate and/or trust of a deceased relative or loved one, including:
- Probate of Wills and adminstration
- Administration of estates for those without a Will
- Administration of Trusts
- Assistance with collection, safeguarding, and distribution of estate assets
- Advising clients on retirement assets while preserving the inherited asset and minimizing income taxes
- Accounting and reporting of a fiduciary’s management of estate assets,
- Preparing receipt and releases to protect the fiduciary from future litigation.
In addition to offering guidance in Estate Planning and Administration, we also provide ancillary services so that all of our clients’ legal needs can be met inhouse. These services include sale of real estate, preparation of estate tax returns, advice on inheriting retirement assets to minimize beneficiary income tax, advice to beneficiaries as to minimize capital gain taxes, and review and advice on estate strategies to reduce estate tax and estate/trust income tax. Stack & Assoicates is highly skilled in the above areas and can essentially represent our client from beginning to end in all aspects of the transactions.