ESTATE PLANNING AND ASSET PROTECTION PRACTICE GROUP

 

Fred MacLean Sr.MacLean and Ema provides a variety of estate planning services.  We tailor estate plans based upon the clients’ needs and recognize that some client circumstances call for simple estate plans, while others benefit from a more complex plan.  Not only do we create plans for those with no prior planning, but we also review and modify existing plans to address changes in the law, tax code and client circumstances. Proper estate planning can provide you with the peace of mind you seek whether you are in your golden years and want to ensure your needs are met and your wishes carried out, or if you have a young family and are concerned with protecting and providing for your children in the event of an untimely death. Additionally, we counsel clients on estate planning matters as they relate to asset protection, second marriages, Florida homestead laws, and special needs beneficiaries.

Our services include:

  • Last Will and Testament-- simple wills or pour-over wills used in conjunction with a trust
  • Revocable Trust Agreements (also known as a Living Trust or Inter vivos Trust) --including but not limited to agreements which include: dynasty trusts, elective share trusts, joint trusts, tenancy-by-the-entirety trusts, special needs trusts, and generational skipping transfer tax trusts.
  • Irrevocable Trust Agreements – for asset planning protection, gifting, or life insurance policies.
  • Advanced Estate Planning Trusts – including but not limited to: Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, and Intentionally Defective Trusts
  • Marital Agreements – prenuptial and postnuptial
  • Powers of Attorney – general, durable, limited and specific, or in loco parentis (for care of a minor child)
  • Health Care Surrogates
  • Living Wills
  • Registration of Assets to Trusts – this is also sometimes called “funding” a trust, and includes preparation of assignments of interest in tangible personal property, businesses, intangible property, real estate, and retirement accounts.
  • Family Limited Liability Companies or Family Limited Partnerships