Our practice includes, preparing wills, trusts and
related estate planning documents and much more.
Over the years, the firm has prepared a wide variety of wills, trusts, and
related estate planning documents for its many clients.
Not exact matches
Larry guides clients through the complexities of
estate planning; the preparation of wills, trusts and
related documents; and
planning for closely held businesses, including corporate restructurings and recapitalizations, gift
planning, income tax
planning, and charitable
planning.
My
estate planning practice includes drafting
documents including wills, revocable trusts, powers of attorney, health care directives, pre - and post-marital agreements, irrevocable life insurance trusts (ILITs), intentional defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), all types of partnership agreements and
documents related to the formation and operation of limited liability companies (LLCs).
Both sides cited cases which stand for the same basic proposition: A beneficiary has a proprietary interest in and is entitled to production of
documents relating to advice sought and obtained by a trustee in connection with the administration or management of, for instance, a pension
plan, or an
estate (see Froese v. Montreal Trust Co. of Canada [1993] B.C.J. No. 1529 (S.C.), aff'd [1993] B.C.J. No. 1847 (C.A.); Re Ballard Estate [1994] O.J. No. 2281 (Gen.
estate (see Froese v. Montreal Trust Co. of Canada [1993] B.C.J. No. 1529 (S.C.), aff'd [1993] B.C.J. No. 1847 (C.A.); Re Ballard
Estate [1994] O.J. No. 2281 (Gen.
Estate [1994] O.J. No. 2281 (Gen. Div.)
Available
documents relate to
estate planning, living wills, domestic partnerships, financial and healthcare powers of attorney, co-parenting agreements, and other topics.
«Whether our customers want one of the products reviewed by the Supreme Court, such as
documents related to business formation,
estate planning documents, or real
estate leases, or they want the help of licensed South Carolina attorneys associated with LegalZoom's legal
plans, LegalZoom will continue its business practices in South Carolina and all 50 states in which LegalZoom operates.»
A practice of saving paperwork for one year after the relevant statute of limitations for a lawsuit expires is common, but some kinds of paperwork needs to be retained much longer such as vital statistics records (e.g. birth certificates, marriage certificates and divorce decrees) that can prove citizenship and marital status,
documents showing the purchase price of property that may later be sold until it is sold (for tax purposes),
documents that prove ownership of property that is still owned,
documents that prove final payment of debts, many
documents related to a divorce, and many
documents related to
estate planning.
In our
Planning Track, we teach you to draft
documents related to sales contracts, real
estate transactions, business associations, and legislation.