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With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area that married couples should revisit is their estate planning documents.
Published in Blog
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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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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