At Owen & Owens, we make your goals in transferring and protecting your assets our primary concern in the estate planning process. By listening first, we can ensure that your assets are properly transferred with the least possible tax consequences. Therefore, the most effective planning and administration of an estate require a personal understanding of a client’s financial situation and the understanding of current property and tax laws.
We monitor changes in property and tax laws that may affect our clients’ interests, and work to explain these laws in a way that is understandable and useful. We are experienced with many types of trusts, including revocable and irrevocable trusts and a host of other charitable and non-charitable components in the planning process. The extensive trial experience of our attorneys helps us to resolve probate issues quickly and take appropriate actions on behalf of executors, administrators and guardians. We are regularly in court on behalf of our clients and have a thorough knowledge of the court procedures and processes.
In addition, we also help our clients prepare powers of attorney and advance medical directives or “living wills”, and we assist in the appointment of guardians for our clients’ loved ones who have become incapacitated.
Examples of the types of estate planning client representations we handle include: