Estate Planning
Firm attorneys counsel individuals and families on both simple and complex estate planning needs, including the minimization of taxes and the elder law issues involved with Medicare and Medicaid qualification.
The PKJ estate planning process begins with an in depth initial client consultation in which the client’s goals, assets, living expenses and life expectancy are discussed and analyzed. Our attorneys then recommend and draft various estate planning devices to accomplish those goals. These documents include:
- Wills
- Testamentary Trusts
- Life Insurance Trusts
- Charitable Trusts
- Generation-Skipping Trusts
- Medicaid Trusts
- Health Care Proxies or Living Wills
- Powers of Attorney
In addition, PKJ has active probate and trusts and estates litigation practices which complement our estate planning practice. Estate planning documents are drawn in an effort to streamline probate in a cost-efficient manner, and avoid issues that potentially invite challenge or litigation.