Protect Your Loved Ones & Preserve Your Legacy

Contrary to popular belief, estate planning is not only for the phenomenally wealthy: every family should have an estate plan. Simply put, a comprehensive estate plan covers two main situations: incapacity and death. While these topics may be difficult to talk about, our estate planning attorneys will guide you through what can be a confusing process in a clear, caring, confidential, and holistic manner. By establishing a solid estate planning foundation now, our estate and trust lawyers will help you eliminate future uncertainty by ensuring that you and your family are protected and that your legacy is preserved for generations to come.

Simple Will or Living Trust?

Simple Will or Living Trust? This is one of the most frequently asked questions our estate lawyers encounter. While estate planning is not “one size fits all,” there are certain foundational estate planning documents everyone should have:

  • Last Will & Testament
  • Durable Power of Attorney
  • Health Care Surrogate Designation
  • Living Will
  • Revocable Living Trust (optional)

Our estate planning attorneys can help you decide whether an estate plan built upon a Simple Will or a Revocable Living Trust is best for you based on your unique asset profile, family dynamics, and personal estate planning goals. While a Revocable Living Trust is one of the most reliable and secure ways to avoid probate upon your demise, our will and trust lawyers can also advise you on the pros and cons of using beneficiary designations and lady bird deeds (also known as enhanced life estate deeds) as part of your overall estate plan.

A Customized Estate Plan that Stands the Test of Time

At Berlin Patten Ebling, we take a customized approach to estate planning: our goal is to educate you by presenting options in clear, plain language, never to sell you on any particular estate planning technique. Our estate planning lawyers will empower you to choose the best solution to protect your assets and your family, and we will encourage you to meet with us on an annual basis to ensure your plan stands the test of time as your family situation and the law inevitably change.

Estate Planning Services:

  • Wills
  • Revocable Trusts
  • Other Types of Trusts
  • Trust Funding
  • Health Care Advance Directives
  • Powers of Attorney
  • Beneficiary Designations
  • Lady Bird Deeds
  • Business Succession Planning
  • Long Term Care Planning
  • Estate & Gift Tax Planning

Estate & Trust Administration Services:

  • Probate Administration
  • Trust Administration
  • Will Contests
  • Fiduciary Litigation
  • Trust Litigation

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PRACTICING ATTORNEYS

Chris K Caswell

Christopher K. Caswell, ESQ. MBA. CFP.

Mark C. Mann, Esq.

Gary W. Peal ESQ. LLM. Taxation

Rachel Drude-Tomori, Esq., LL.M.

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