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Probate, Estate, & Special Needs Planning

Comprehensive estate planning, including revocable trusts, wills, beneficiary designations, health care directives and durable ultra power of attorney.

We are the South Alabama member of the Special Needs Alliance, a nationwide network of disability attorneys.  As members of this alliance, we assist personal injury attorneys in resolving their cases to enhance the judgments and awards of their disabled clients and to maintain the eligibility of these clients for SSI and Medicaid.  We are experienced in protecting the public benefits of persons with special needs and in assisting with the management of their assets.  For more information about the Special Needs Alliance, visit its website at www.specialneedsalliance.com.

Advanced estate and tax planning to reduce taxes through vehicles such as life insurance trusts, family limited partnerships, grantor trusts and grantor retained annuity trusts, all designed to minimize taxation and preserve assets.

Planning the most tax-efficient structure for charitable giving, using tools such as charitable remainder trusts, foundations and charitable lead trusts.

Administration of trusts and estates at death, including careful attention to post-death tax planning, coordinating and updating estate plans of other family members.

Planning for significant events such as sale of closely-held business or real estate and reviewing employee benefit elections upon takeover of company or retirement.

Elder law matters for older persons, disabled persons, their families, and their advocates.

What we Design and Prepare

We cover all aspects of estate planning and wealth preservation including cutting edge solutions in order to fulfill our clients' goals and objectives.

Accordingly, we prepare:

  • Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Joint Trusts
  • Supplemental Needs Trusts
  • Inter-Vivos Marital Trusts
  • Self-Cancelling Installment Notes
  • Private Annuities
  • Asset Protection Trusts
  • Qualified Domestic Trusts
  • Irrevocable Life Insurance Trusts and related funding methods
  • Operating Agreements and Partnership Agreements
  • Pre and Post Nuptial Agreements
  • HIPAA Release Agreements
  • Health Care Powers of Attorney
  • Preferred Partnerships
  • Pet Trusts
  • Education Trusts
  • Charitable Trusts (Lead, Uni, Annuity and Remainder)
  • Private Foundations and Not-for-Profit Documentation
  • Grantor Retained Annuity Trusts
  • Qualified Personal Residence Trusts
  • Dynasty Trusts