Estate Planning

 

Hamilton & Lucio, P.C. offers a personalized and highly confidential approach to the estate planning process, as well as a depth of experience in the administration of wills and trusts. 

 

Estate planning is the process of arranging for the transfer of one's property and assets in the most cost-effective and efficient manner while also considering family dynamics, the nature and amount of one's assets, and applicable transfer taxes.  Creating a successful estate plan requires an individual assessment of the client's fundamental needs and goals, finances, and potential tax consequences.  We understand the nuances as well as the laws that apply to this unique area of law.

 

We prepare wills, revocable living trusts and powers of attorney for financial and medical treatment decisions.  We structure irrevocable and special-needs trusts, such as generation-skipping trusts, insurance trusts and charitable trusts and prepare family-limited partnerships and limited liability companies. 

 

Whether you are about to create a will or trust for the first time, or you need to revise your current will or trust, Hamilton & Lucio, P.C. can provide you with an individually tailored approach that covers all of your estate planning needs and concerns.

 

Hamilton & Lucio, P.C. also represents clients in resolving disputes surrounding wills and trusts, as well as fiduciary related issues involving executors and trustees.  If a dispute arises during the administration of an estate or trust, our attorneys have the proven experience and sensitivity to effectively represent our clients' interests.  A will may be contested, the administration of a trust may be challenged or the executor's performance may be scrutinized.  Regardless of the specific situation or which side you may be on, we can help you protect your rights.