Wills & Estates

Estate Planning

The Hamilton Law Firm provides sophisticated, confidential and practical legal advice on personal retirement plans, succession planning for owners of family businesses and charitable giving. The Hamilton Law Firm is experienced in estate planning and administration for everyday people and very large estates too. The orderly transfer of wealth from one generation to the next while minimizing tax liabilities is helpful, but also important in order to maximize the benefits of charitable giving.

The Hamilton Law Firm services include: (but are not limited to)

Living Trusts
Marital Deduction Trusts
Life Insurance Trusts
Trusts for Minors
Special Needs Trusts
Personal Residence Trusts

Documents:

Durable Power of Attorney
Advance Medical Directives
HIPAA Power of Attorney

Charitable Gift Documents:

Charitable Remainder Trusts
Charitable Lead Trusts
Charitable Gift Annuity Agreements
Private Foundation Documents
Minimizing estate, gift, generation-skipping and income taxes
Creation of limited partnerships, limited liability companies and other entities

Court Filings

Will probates and fiduciary qualifications
Notices of Probate
Inventories
Accountings
Debts and demands proceedings
Disclaimers

Trusts and Estate Litigation Include:

Aid and guidance in interpreting a will or trust
Allegations of breach or fiduciary duty
Conversion of trust assets
Testamentary capacity, fraud and/or duress

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