Trusts and Estates

Trusts & Estates

Assuring Your Family’s Future

Estate Planning

You may have been thinking about a will or trust but have been putting it off. By making the process simple and cost-effective, I can help you overcome the obstacles that prevent you from putting a plan in place.

Knowing your affairs are in order and your intentions for your family will be carried out in the event of your death, can bring peace of mind. I can help you clarify and document how, what, and who will be involved so that your family’s future is assured.

If you have young children, you need to have a plan in place for their guardianship and their care if neither parent is available to care for them. If you have a special needs child, a home, retirement accounts, life insurance, investments, income property, or a business, you need to have a plan that integrates all of your assets and intentions. Let’s work together to get it done.

“I completely respect Emily’s wisdom and admire her wealth of knowledge. She is extremely generous with her time and beyond fair. What was truly rare and the most important trait to me, was her empathetic nature, her HEART, and her desire to connect with your heart.”

— R.S., Danville

Family Disputes

The death of a loved one often brings out the worst in family members. Hurt feelings over an unequal division of assets, surprises or disappointments over decisions in an estate plan can reawaken old jealousies and resentments, which may have been festering for years. Suddenly, people are at each other’s throats. In some cases, those relationships can never be repaired.

Thoughtful Resolutions for Families

We can use Mediation or the Collaborative Practice approach to any type of family dispute, whether it involves elder care, control of property or assets, disagreements about trust administration, or division of the estate among the heirs. A mediator (or sometimes a team of two) provides a neutral third party to assist the family in resolving disputes through respectful and creative dialog.

Collaborative Practice is an alternative dispute resolution model similar to mediation involving an interdisciplinary team of professionals. Each person has their own attorney, but everyone is seen as part of a team working together to help avoid stressful and costly litigation, and allowing the participants to control outcomes and find solutions with non-biased professional support. This respectful process creates dialogue and understanding, preserves family relationships, and lowers costs, while avoiding the damage done by emotional conflict and potential courtroom drama.

Collaborative Practice can be effectively utilized in Trust & Estates matters including:

  • Contests over a will or estate
  • Guardianship and conservatorship disputes
  • Financial elder abuse
  • Disputes between beneficiaries and/or trustees
Call for a free phone consultation