Trusts & Estates
FMJ’s Trusts & Estates group can help you create and implement an estate plan in a timespan that fits your needs. We make estate planning simple and affordable. Email us today at estateplanning@fmjlaw.com to have someone from our Trusts & Estates group contact you.
We are always accepting new clients and offer complimentary 30-minute initial consultations and flat-fee estate planning to fit every budget.
We provide estate planning, estate administration, business, and unique asset succession planning, estate controversy assistance, and related services to individuals, closely-held businesses, tax-exempt organizations, and corporate fiduciaries.
Estate Planning
Planning for incapacity or death is essential for every adult, regardless of age, health, or net worth. Our Trusts & Estates attorneys thrive on devising creative solutions and providing tailored services for individuals and families to help them achieve their lifetime dreams and goals. We specialize in wills, revocable living trusts, irrevocable life insurance trusts, charitable trusts, family limited partnerships, special/supplemental needs trusts, powers of attorney, and health care directives.
Trusts and Estate Administration
Our attorneys assist personal representatives, trustees and, beneficiaries in all aspects of estate and trust administration. This includes assisting trustees in trust management, administration or distribution, representation in the probate process, or any variety of complex situations that may arise in trust and estate administration.
Wealth Preservation and Generational Transfer Planning
As wealth transfer and income taxes change over the years, it is important to continually examine the plan for passing wealth from one generation to another or examine how family assets can be passed to future generations in a tax-efficient manner. Our attorneys have experience in working with clients to implement advanced irrevocable trust strategies and other generational wealth transfer strategies both during life and at death.
Business and Unique Asset Succession
Just as every individual should have an updated estate plan, every business owner should carefully consider the succession of their business interests and implement a cohesive plan. Succession planning involves structuring a plan for the transfer of ownership, control, and management of the business. We frequently work with business owners to develop and implement estate plans that work in conjunction with business succession plans. Similarly, unique family assets (such as cabins, art collections, or farmland) also require a planned succession strategy. Our Trusts & Estates group draws on an abundance of experience in succession planning for present and remainder interest holders.
Tax-Exemption Organizations
In addition to advising individual clients on how to maximize the impact of charitable giving, our attorneys provide a full array of services to tax-exempt organizations, including serving as outside counsel to a number of tax-exempt entities, public charities, and private foundations. For clients interested in creating a charitable entity, our practice group provides services associated with the formation and operation of such entities, as well as representation before the IRS, state revenue authorities, and other regulatory agencies.
Elder Law
Elder law is a multi-disciplinary legal approach to addressing questions like: do you know what you will do if you become disabled due to age or disease? Who will manage your finances? Who will make health care decisions for you? How will you afford the cost of long-term care? With all the wisdom that comes with age, we as a community have a special duty to treat our elders with respect and dignity.
Estate Controversy
When a trust or estate dispute arises, our attorneys draw on their extensive knowledge and experience, as well as the strength of our firm’s notable litigation practice. This includes representing executors, trustees, or beneficiaries in trust and estate early controversy counseling, alternative dispute resolution, and litigation. If you find yourself facing any kind of probate, trust, or estate controversy or dispute, our team can help. Please click the button below to learn more about our Probate & Trust Litigation Practice Group.
Learn About Probate & Trust Litigation