ESTATE PLANNING AND PROBATE

At Hart Hyland Shepherd, LLC, our lawyers possess a multitude of talents, one of which is assisting clients in addressing the legal consequences of death and disability.  Whether planning for your own future, coping with the recent death or disability of a loved one, or litigating to assert your rights, our dedicated and compassionate team is available to help you.

Estate Planning:

Our firm is highly skilled and well versed in the areas of wills, trusts, powers of attorney, and special needs planning.  Our firm regularly advises clients with regard to the type of will or trust that will best suit their needs, preserve their wishes, control disputes among heirs, and protect both their estate and loved ones from excess taxation, government interference, and loss of assets and benefits.  Our firm  can provide valuable estate planning services for the unique issues facing farmers, young families, retirees, widows and widowers, business owners, professionals, split families, and the families of special needs children and incapacitated adults.  Given the diverse and complex issues and concerns facing our clients, we employ a thorough and educated approach to accomplish planning objectives and protect assets.

Estates, Trusts & Probate:

We regularly advise Personal Representatives, Trustees, Executors, Guardians and Conservators on their legal obligations as fiduciaries.  When our clients are faced with the death or incapacity of a loved one, we recognize that the legal requirements of managing estates, trusts, guardianships and conservatorships can be overwhelmingly stressful during an already emotionally challenging time.  With our knowledge of probate court procedures, our firm can ease the burden by providing compassionate, educated and practical assistance at all stages of estate and trust administration, as well as guardianship and conservatorship proceedings.

Similarly, our firm routinely advises individual trustees, corporate trustees, and trust beneficiaries with regard to ensuring trust assets are well managed, distributions are properly made, and that trust requirements are followed.  Whether you are a trustee or a trust beneficiary, our firm is available to protect your interests.

Litigation: 

While we recognize that our clients are best served by negotiating resolutions to a dispute, it often becomes necessary to litigate in order to preserve and protect a client’s personal rights, assets or inheritance.  Our firm focuses heavily on litigation, mediation and dispute resolution of estate, trust, incapacity and disability issues.  These issues include will and trust contests, trust litigation, fiduciary litigation, fiduciary removal proceedings, accounting proceedings, spousal rights and kinship proceedings, will and trust construction proceedings, fraud, forgery, partition, breaches of fiduciary duty, and issues related to capacity and disability such as a person’s ability to make gifts, manage property and personal care.  At Hart Hyland Shepherd, LLC, our firm is prepared to not only create an estate plan, but will also litigate to enforce it.