Services: Probate & Estate

LaTanzi, Spaulding and Landreth, P.C. provides complete services for estate planning, administration of trusts and probate and interstate estates, as well as representation in probate and superior court for a variety of related issues.

ESTATE PLANNING

Lifetime of Testamentary Dispositions or Retentions of Property

• wills and testamentary trusts
• revocable trusts
• irrevocable trusts
• including life insurance trusts and qualified personal residence trusts
• instruments of transfer of personal property
• special instruments including "stand-by" trusts, legal life estates, "blind" real estate trusts
• powers of attorney
• health care proxies
• living wills

Estate and Gift Tax Problems

• minimizing or avoiding federal and state taxes by use of lifetime transfers and estate planning trusts
• special use valuation
• deferral of estate taxes for certain estates
• use of irrevocable insurance trusts to minimize estate taxes
• trust for minors
• transfer to custodians under Uniform Transfer to Minors Act
• gift splitting
• generation skipping transfer tax
• grandfather provisions for certain trusts
• joint property problems
• Preparation of gift tax returns

Lifetime or Testamentary Dispositions of Business Interests

• 303 redemptions
• buy-sell agreements

Charitable Dispositions

• unitrusts and annuity trusts
• charitable lead trusts
• conservation easements

Special Problems

• domicile and change of domicile
• anatomical gifts
• ante-nuptial and post-nuptial agreements
• protecting assets against claims by surviving spouse or creditors
  
  

Estate Administration

• probate proceedings involving both testate and intestate estates
• will contests
• post-death income tax planning including election of tax years and timing of distributions
• estate tax returns
• licenses to sell or mortgage real estate
• insolvent estates
• claims by surviving spouse for statutory share
• creditor's rights
• probate accountings
• estate of absentees
• complaint for instructions

Trust Administration

• trust accountings
• terminations and distributions
  
  

Matters in Probate and/or Superior Courts

• conservators and guardians
• adoptions
• cy pres and complaints for equitable division
• fee disputes
• partition
• actions for removal of fiduciaries
• will contests
• accounts of fiduciaries