Our Firm provides an array of estate planning tools customized to safeguard assets, plan for retirement and ensure a person’s after-life goals and intentions regarding terminal illness have been effectively communicated to loved ones and health care providers. 

We provide an array of estate planning tools to effectively reduce estate taxes and preserve wealth for your family, including family limited partnerships and various trust arrangements. In addition to reducing or eliminating taxes, we counsel clients on the benefits of comprehensive estate plans that consider lifetime giving, creditor protection, the appointment of guardians, conservators and executors, charitable giving and the effective use of qualified retirement plans. We are also able to prepare advanced healthcare directives, such as living wills, appointment of healthcare agents and designation of conservators.

Additionally, clients usually want to know the best way to deal with their appreciated real estate or securities, insurance policies, retirement accounts including IRAs, 401(k) and pensions, as well as information regarding long term health care. TCORS attorneys work with clients as well as their families, their financial planners, their bankers, their insurance providers, and their accountants to ensure that their goals are met. 

Estate Matters Our Firm Assists With:

Wills

Power of Attorneys/Healthcare Directives

Trust Preparation 

Asset Protection Planning

Charitable Planning

Family Limited Partnership and Business Succession Planning

Probate Administration

Trust Administration/Representation of Fiduciaries

Conservators

Probate and Trust Litigation

Attorneys in this Practice Area:

Joseph J. Selinger

Public Finance, Corporate Finance & Securities, Business Organizations, Real Estate Transactions, Medicaid Audit & Compliance

 

Mikaela A. Kurzawa

Real Estate Transactions, Business Organizations, Estate Planning & Probate, Banking, Public Finance, Tax Matters and Zoning & Land Use

 

Bethany F. Haslam

Long Term Care, Estate Planning & Probate and Medicaid Revenue Recovery