Areas Of Practice

Estate Planning

The estate planning team at Perry, Johnson, Anderson, Miller and Moskowitz LLP is led by Roger Illsley and Chad Dorr.

Typical services include:

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.

Additional services:

Many clients have additional needs, often based on income or estate tax considerations. The Perry Johnson team provides services in the following areas:

  • Irrevocable Trusts
  • IRA/Retirement Investment Estate Planning
  • Wealth Protection Strategies
  • Business Succession Planning
  • Life Insurance Trusts
  • Family Limited Partnerships
  • Litigation
  • Charitable Gifting
  • Emergency plans with mobile notary services if required.