Trust Preparation and Administration
Wills and Probate
ALERT: Changes in the tax laws mean anyone who has an IRA or retirement plan should come in to review current beneficiary designations. Any plan that named a trust as beneficiary may no longer work the way it was meant to, since the ability to “stretch-out” distributions has generally been replaced with a rule that requires liquidation within ten years.
Our firm can help you understand your choices when it comes to estate planning.
We start by understanding you: your family, your assets, what is important to you. We can share ideas and help you decide what fits you best: a will or trust. We can help coordinate your retirement benefits and life insurance, and can address possible incapacity issues by providing a solid General Power of Attorney and Advance Directive for Health Care. Planning means you choose how to work through transition.
- I want to control my property.
- I want to take care of myself and my loved ones.
- At my death, I want to give my property to whom I want, when I want, and the way I want.
- And in the process, I want to save as much in taxes, costs, and attorney fees as I can.
For families with young children, we focus on the right choices: Who is the right person to step into the parental role, as guardian, in the event of both parents’ demise? Who is the right person to handle the financial affairs for the children as they are raised? Who can invest wisely, provide the right accounting and reporting, prepare income tax returns, and – most importantly – make the right decisions about spending money?
For those who wish to avoid court involvement during incapacity and at death, a living trust provides a way to manage affairs privately, without a conservatorship or probate. More than just a “will substitute,” a living trust can minimize time and expense, provide instructions for how your loved ones should receive their inheritance, and it can include provisions that save estate tax.
For those who have created or carried on a small business, we can help create and manage the legal structure that is needed, whether that is in the form of a limited liability company or a corporation or other trust vehicles that can provide protection and planning opportunities.
No matter how well you may have planned, there is always work to do after a loved one dies. We can help you through that legal and tax process. Our attorneys can handle the probate of assets (with or without a will), as well as the administration of a trust.
We worked with Celia on creating our will after our first child was born and she was wonderful. She took the time to explain everything as we went both at the beginning and when signing. We feel much better knowing everything is in order for our family. I would highly recommend working with them!
My husband and I met with Cecelia Batlan for help with estate planning. We found her to be very professional and reasonable regarding how to start planning. She is of course knowledgeable on current tax and estate laws, but was also very helpful on how to handle family dynamics when discussing matters with our children and other family members. The end product has put any worries to rest, if something were to happen to one or both of us. I have already recommended this firm to several friends.
My overall experience at Evans Batlan Getchell was excellent! The information gathering packet sent out ahead of the initial meeting was helpful and thorough as I put together the plans I wanted to make. Russ Getchell was very helpful in the information he presented and answered my questions as they came up. The office staff communicated the need for additional information in a timely manner. When I went to my bank after my final meeting to update information the bank employee was very impressed with the notebook and its organization.