Estate planning is an essential step for everyone. Proper planning ensures that your assets and wishes are adhered to and ensures that your loved ones are provided for upon your passing. Kennedy Luce can assist you in estate planning needs.
We also advise trustees, executors and beneficiaries on the legal and tax issues related to the death or incapacity of an individual.
In conjunction with trusts and estate planning, Kennedy Luce offers advice with regard to asset protection. Such protection is often necessary in uncertain financial times and as a result of our litigious society. Depending on the situation, Kennedy Luce can help protect and preserve assets from unfair seizure by creditors, plaintiff’s attorneys and other predators.
Planning in advance of health problems is essential and Kennedy Luce will advise you as to the use of various legal vehicles such as family limited partnerships, limited liability companies, and trusts, including special needs trusts.
Kennedy Luce has an extensive history of litigating probate and estate matters. We represent trustees, guardians, conservators, beneficiaries, heirs, and other interested parties in a variety of contested matters.
PRIMARY AREAS WE HANDLE
Power of Attorney
Title XIX/Special Needs Trusts
Life Insurance Trusts
Estate Tax Planning
Business succession planning
IRA and Retirement Planning
Representation of Heirs
Settlement of Estates
Will Construction Actions
Lack of Capacity Claims
Undue Influence Allegations
Breach of Fiduciary Duty Actions
Interference with Inheritance Actions