 |
 |
299 West Main Street Greenwood, IN 46142-7575
E -mail:
info@vanvalerlaw.comPhone: 317-881-7575
Fax: 317-859-2159
Over
Half a Century of
Successful Practice |
|
|
|
|
 |
|
|
|
Practice Areas
> Estate
Planning/Probate |
| |
| Estate Planning/Probate |
| |
The attorneys at Van Valer Law Firm have over 50
years of experience assisting clients in the complicated but
necessary processes of Estate Planning. This type of planning is
essential to protect assets, ensure tax advantages, and carry
out final wishes. Our clients rely on us to create estate plans
that assist in the handling of taxes, wills, insurance,
property, and trusts at the time of their deaths; we also deal
with gifts, living trusts, revocable and irrevocable
tax-advantaged trusts, living wills, powers of attorney, and
cost-effective charitable giving.
We realize that there is no single Estate Planning technique
which satisfies every client’s individual situation, so we focus
on helping you define your goals, then create a plan and
implement solutions designed specifically for you. Professional
Estate Planning is an investment that will save money, eliminate
problems with your property, and provide security for your
family.
Our attorneys are committed to providing the highest quality
Estate Planning legal services, and offer guidance and
assistance in the following areas:
Wills
Trusts
Probate Litigation
Estate and Trust Administration
Whether you are just beginning your family or have grandchildren
to consider, a will is necessary to assist in the final
protection and security of your family members upon your death.
It specifies how your property will be distributed and your
debts paid; and it provides guidance in handling taxes,
insurance, and trusts. A will even can be used to appoint a
personal representative or guardian for your minor children.
Although there is a wide range as to the number and type of
instructions that may be contained in a will, our Estate
Planning attorneys are completely familiar with all the possible
variations. We will ensure that you have the proper and
appropriate details included in your will to make matters easier
for your loved ones, and to see that your final wishes are
carried out.
Our Estate Planning attorneys can help you set up a process to
manage your property after your death or during incapacity. We
are experienced in planning, preparing documents, and helping
our clients explore all the possible alternative decisions. Our
guidance will assist you to appoint a committed trustee who will
provide ongoing asset management for the benefit of your spouse,
children, pets, or specific charitable organizations. With the
authority given by a properly drawn-up trust, the trustee acts
on your behalf, carrying on management of your property as you
have directed.
Our attorneys also can advise you on techniques that can be used
to transfer wealth (even during your lifetime) to your heirs in
a tax-efficient manner, thus permitting them to avoid probate.
In certain instances, the administration process of an estate is
not routine. At times it even may seem burdensome or
unreasonable. In those cases, our Estate Planning attorneys have
considerable expertise in representing clients in contested
estate and trust matters. We attend probate court proceedings,
and are available to defend and/or prosecute will contests.
Our Estate Planning attorneys have sound knowledge and
experience in assisting clients in the administration of estates
and trusts of all sizes and complexities.
We can guide you through the estate administration process and
assist you in transferring assets, as well as implementing the
decedent’s estate plan. We also prepare state and federal estate
taxes, and inheritance tax returns. We often work with the
estate’s accountants to see that income tax matters are handled
efficiently and advantageously. Further, we design post-mortem
planning techniques to help you minimize the estate’s income tax
liabilities and minimize and defer future estate taxes.
Trust administration can be complicated. Our seasoned attorneys
help clients manage trusts of varying types and sizes, including
revocable and irrevocable trusts and insurance trusts. We
provide a full range of trust administrative services such as
trustee notification, major asset inventory, and the preparation
of transfer documents. We also help clients carry out the terms
of a trust and provide help with trust accounts, reports, and
fund distributions.
|
|