Estate Planning
Because every individual, business, and family situation is unique, our estate planning attorneys thoroughly analyze your estate and strategize the best means of transferring assets, minimizing taxes, establishing guardianship or a trust for children, caring for pets, supporting personal philanthropic causes, and otherwise protecting your loved ones.
Through this process, we work closely with your tax and financial advisors, if appropriate, to prepare a comprehensive planning of your legacy that may include wills, trusts, estate freezes and business succession plans, powers of attorney, and living wills. We are very proud of the exceptional service we provide and, above all, we make sure we give each and every client significant individualized attention in order to develop a customized plan for you that reflects your objectives and values.
Our estate planning attorneys also have superior capability in representing individuals and families in estate litigation matters. This includes any dispute involving an estate, a will, a trust or a power of attorney, and matters such as an executor of an estate who seeks direction from the court, applicants for guardianship orders of an incapacitated person or a minor, and dependents who seek distributions from an estate or trust.
Among the services Timoney Knox’s Wills, Trusts, and Estates Group provides are the following:
Estate Planning
- Advanced health directives/living wills
- Comprehensive plans (simple or complex)
- Elder law planning and guardianships
- Irrevocable life insurance trusts
- Revocable living trusts
- Tax advice
- Beneficiary designations for life insurance and retirement accounts
- Durable powers of attorney
- Health care powers of attorney
- Personal residence trusts
- Special needs trusts
- Wills
Estate Administration
- Asset gathering and payment of debts
- Estate, Inheritance, and gift tax returns and related planning
- Fiduciary income tax returns
- Receipt and Release Agreements
- Comprehensive representation of executors and administrators
- Family Settlement Agreements
- Probate
Trust Administration
- Trust administration and accounting
- Modification of trusts
- Tax advice and planning
- Change of trustee
- Representation of trustees and beneficiaries
Orphans’ Court Litigation
- Actions by and against executors or trustees
- Breach of fiduciary duty claims
- Claims of lack of capacity
- Will contests
- Adoptions
- Claims of undue influence
- Guardianships
