The estate planning team at Perry, Johnson, Anderson, Miller and Moskowitz LLP is led by Roger Illsley and Chad Dorr.
Wills and Revocable Living Trusts. Without a living trust, probate is often required, which typically entails many months of court proceedings and costs the heirs well over $10,000 in statutory probate fees and costs even for a relatively modest estate.
Nomination of Guardians. Even if the client does not have a substantial estate, the appointment of a guardian to raise minor children can be of utmost importance. In addition, provisions in a will or living trust can provide for a trustee to manage the inheritance until the children are mature enough to handle their own finances.
Incapacity documents: Powers of Attorney and Health Care Directives. A well-designed estate plan includes documents addressing incapacity. Having these documents in place is critically important if the party to make decisions after incapacity is not a family member (for example, a long time non-married partner).
Estate and Trust Administration. If probate is required, legal assistance is needed to navigate through the court process. Even if a living trust was created in order to avoid probate, appropriate legal action is necessary to implement the trust.
Many clients have additional needs, often based on income or estate tax considerations. The Perry Johnson team provides services in the following areas: