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With the New Year upon us, it is a perfect time to gauge your personal legal health.  Considering the items in the following legal checklist and see if there are items that need some additional attention.
Published in Blog
Friday, 19 September 2014 00:00

Wills, Trusts & Estates

 

The estate planning attorneys at Watkins Law Firm have substantial experience in providing the full breadth of estate planning, estate administration, conservatorship & guardianship, elder law planning, and trust and estate litigation services for clients throughout Alabama.

Wills, Trusts, and Estates

Our attorneys understand that every client's situation is unique, and we take a personalized approach to estate planning, investing the time necessary to understand our client's family dynamics, finances, and estate planning objectives.  We carefully craft estate plans that accomplish our client's goals while seeking to minimize or eliminate any transfer tax consequences and eliminate the necessity for probate administration.  We take into consideration various contingencies, including the possibility of subsequent incapacity or disability.  We prepare:

  • Wills
  • Financial Powers of Attorney
  • Advance Directives for Health Care
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Supplemental Needs Trusts
  • Family Limited Partnerships (FLPs)

Estate Administration

Our attorneys also have extensive experience in probate administration and trust administration, including the administration of large, complex estates involving federal estate tax and generation-skipping transfer tax issues.

Conservatorships & Guardianships

In the event a person becomes incapacitated, and does not have estate planning documents in place designating who will manage their financial affairs or make decisions regarding their care, we can assist in obtaining the appointment of a guardian of the person and/or conservator of the estate, and can advise the guardian/conservator of their fiduciary duties and obligations.

Elder Law Planning

Our attorneys have significant experience in the area of elder law.  In addition to preparing estate planning documents which provide a plan in the event of future incapacity, we also focus on planning involving Medicare and Medicaid.

Trust & Estate Litigation

We represent trustees, executors, administrators, conservators, beneficiaries and other parties in all manners of trust and estate disputes, including but not limited to:

  • Challenges to the validity or construction of a will (will contests), trust or other estate planning document
  • Allegations of fraud, coercion, undue influence or elder abuse
  • Allegations of a breach of fiduciary duty
  • Disputes concerning property rights
  • Creditors' claims
  • Trust or estate accounting issues
  • Intra-family conflicts
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**This blog site is published on behalf of and reflects the personal views of the article authors, in their individual capacity. It does not necessarily represent the views of the law firm or any clients, and is not sponsored or endorsed by them. The purpose of this blog site is to assist in dissemination of information about general business and interesting legal topics, but no representation is made about the accuracy of the information. The information contained in this blog site is provided only as general information for education purposes, and blog topics may or may not be updated subsequent to their initial posting.

**By using this blog site you understand that this information is not provided in the course of an attorney-client relationship and is not intended to constitute legal advice. This blog site should not be used as a substitute for competent legal advice from a licensed attorney in your state. This blog site is not intended to be advertising and Joshua M. Watkins does not wish to represent anyone desiring representation based upon viewing this blog site in a state where this blog site fails to comply with all laws and ethical rules of that state.

**No representation is made that the quality of legal services to be performed is greater than the quality of legal services performed by other lawyers.

 

In a world that has become increasingly complicated and uncertain, you deserve an attorney who is result-oriented, responsive and respected. 

 

 

Contact Info

4000 Eagle Point Corporate Dr. 
Birmingham, AL 35242

(205) 701-5536

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Office Hours 9.00 am to 5.00 pm
By Appointment Only

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