Services

Legal Counsel to Help Families Attain Peace of Mind

Kids Protection Planning

Did you know that 69% of parents have not yet named guardians for their kids?

And of the 31% who have, most have made one of 6 common mistakes? Click this link to review the 6 common mistakes most parents (and their lawyers!) make when naming legal guardians and then Schedule a Family Wealth Planning Session with us today, so we can fix those mistakes with you.

Having a Will Alone Simply Does Not Ensure the Care of Your Kids If the Unthinkable Happens to You!

If you are a parent of minor children (or those with special needs) who are counting on you, your estate plan must begin with your children would always be taken care of by the people you want, in the way you want, no matter what happens.

At Bromlow Law, PLLC, one of our areas of greatest expertise is planning for the well-being and care of the children you love.

com_isteam_stock_60136___
fm=f_na6oZAP

Without proper planning, if the unthinkable happens to you, here’s what could happen:

  • Your children could be placed into Child Protective Services (CPS) even if you have a will in place; even if you have a living trust while your legal documents or located or your family is identified. Or worse, your kids could be left in the care of the one person in your family you would never want raising them;
  • A Judge who doesn’t know you, or your family, will decide who will raise your kids, even if it’s the last person you would ever want;
  • Approximately 5% of the total value of your assets could be lost due to probate, a court process that can tie up your assets for months or years and deprive your kids of the resources they need to live comfortably;
  • When your kids turn 18, they get a check for whatever assets are left – outright with no protection
  • There are unscrupulous people who make it their business to review public records to find out what 18 year olds are coming into money;
  • The vast majority of estate planning attorneys simply do not address these issues, and do not plan from a parent’s perspective.

Yes, these things scare us too. That’s why we offer a Kids Protection Plan® with every estate plan we prepare for families with young children.

What is a Kids Protection Plan®?

A Kids Protection Plan® is a set of instructions, legal documents and even an ID card for your wallet, which you need to have if you have kids at home who count on you for their well-being and care.

If you are in an accident, your Kids Protection Plan® will make sure your children are never taken into the custody of Child Protective Services, strangers or the care of anyone you wouldn’t want because the authorities don't have clear instructions from you. And your Kids Protection Plan® will ensure your children are raised by people you choose, not someone chosen by a Judge who doesn’t know you.

To get started with your Kids Protection Plan®, contact us.

In 10 minutes, this FREE website will help you protect your kids if something unthinkable happens to you prior to creating your formal estate plan. This of it as the first step to ensuring your kids are raised by the people you want, in the way you want, no matter what.

child1
com_isteam_stock_V8w1zrQ___

Estate Planning

Planning for Everyone You Love and Everything You Have

Do you know what would happen legally- to you, your loved ones, your money and everything else you care about – if something unexpected happened to you?

If you have an estate plan and it’s out of date, your assets could be lost to the State Department of Unclaimed Property, or to an unnecessary Court process.

If you don’t know exactly what would happen for everyone you love and everything you own, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.

How Do We Help You With Estate Planning?

We conduct a Family Wealth Planning Session, where we spend time together and you’ll get informed. Before your Family Wealth Planning Session, you will complete a Family Wealth Inventory and Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and loved belongings. If you decide the current state of affairs is unacceptable, and if we both decide that it’s a fit to work together, then we can design an estate plan together that will best suit the needs of your family.

The foundation of your estate plan will often include a revocable living trust; you transfer your property into this trust for your benefit during your life. One of the benefits of a revocable living trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.

For people with additional needs, we provide advanced estate planning services.

Can I DIY My Estate Plan?

Unfortunately, most plans don't work because much of what passes for estate planning is little more than word processing. You are asked a few questions and then the drafter decides which "plan" is right for you, and fits you into a template. This is not estate planning; it is little more than a “search and replace” of your family’s name and then a hit of the “print” button which spits out form documents.

We Are Professional Estate Planners

Your Personal Family Lawyer® at Bromlow Law, PLLC, we will educate you, take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you and will keep your loved one’s out of court and out of conflict.

If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens. At Bromlow Law, PLLC, one of our areas of greatest expertise is protecting minor children.

Elder Law

Laura L. Bromlow is a Certified Elder Law Attorney. So, whether for yourself or your aging parents, at Bromlow Law, PLLC, we can help you plan for the financial, medical, and legal challenges that come with growing older. Our Texas and California elder law attorney can help you develop a comprehensive plan to ensure your wishes and preferences are honored in the future, along with protecting you and your assets if you become incapacitated and require assisted-living or nursing-home care.

Who Needs Long-Term Care Planning?

Thanks to healthier lifestyles and enhanced medical technology, life expectancies in the U.S. are at an all-time high. But that also means more seniors will require some form of long-term care. Whether in-home assistance or a long-term nursing home stay, it’s becoming inevitable that most of us will require such care at some point in our lives.

Problem is, such long-term care is growing more expensive every day. In fact, some studies estimate that nearly two-thirds of families will run out of money within the first year or two of moving into a nursing home. Unfortunately, most private health insurance plans and Medicare don’t cover long-term care costs—which can average $4,000 to $12,000+ per month in the U.S., depending on where you live and what level of care you require.

Elder Law & Medicaid (Medi-Cal in California) Planning Attorney Can Help

With such exorbitant costs, it’s no wonder we’re facing a looming elder-care crisis in this country. Indeed, it’s heartbreaking for seniors to see their entire life savings (and the inheritance they worked so hard to leave their family), get gobbled up by long-term care expenses.

Fortunately, with the proper planning in place, you can rest assured that you and your loved ones will have the proper safeguards in place to keep you at home as long as you desire, cover the expenses of your care and receive the maximum quality of care, when it’s needed. We can also help you qualify for Medicaid and other benefits to help cover these ongoing expenses.

Indeed, using trusts and other asset-protection strategies, you and your loved ones may be able to take advantage of government benefits without “spending down” all of your assets or losing everything you own. Our elder law attorneys can help you create a comprehensive plan that allows you to live out your golden years without worry or financial hardship.

Additional Elder Law Issues

Elder law involves a number of issues that are intertwined with traditional estate planning. For example, its essential to have your durable power of attorney, will, living trusts, and advanced directives reviewed by your Personal Family Lawyer®.

There are special provisions that need to be present in these documents that—if not included—can create unnecessary obstacles for your estate planning attorney. We can provide the legal assistance you need to navigate this and other elder law issues, such as probate or adult guardianship.

Elder Law & Medicaid Planning Attorney

Navigating the complex elder law landscape can be a daunting task. Having an experienced lawyer who’s familiar with the process of long-term care planning can be invaluable for ensuring not only the security and care of your loved ones, but also your peace of mind. Contact Bromlow Law, PLLC today. Our Certified Elder Law Attorney can help you put the proper planning in place.

fm=f_4072
fm=f_D19ZbyQ

Asset Protection Planning

Nobody expects to be sued. Just ask the 20 million people involved in lawsuits last year.

Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners are just a few issues that can result in devastating lawsuits for unprepared business owners. The highest level of risk falls on those who think they are immune.

Americans are now more concerned than ever about protecting their assets from creditor claims, taxes, divorce and other disasters. Rightly so.

The more success you have (especially in business, professional practice or real estate activities), the more at risk you are as others see your success grow.

Here’s some of the “risky behavior” you may be engaging in right now:

Will you be signing loan documents, a personal guaranty or a lease? Do you have rental properties or employees? Are you an attorney or physician? Do you work in construction or perform professional services? Are you getting married and have children from a prior marriage or separate property assets you are bringing into the marriage.

Here’s the thing: all of these activities are activities we want to see you do more of! They are, in many ways, the spice of life. But we don’t want that spice to become too hot and impact your life negatively.

That’s where we come in. We can set up your business and life structures to ensure that you can take maximum risk with minimum worry.

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts. Customized combinations are layered depending on the needs of the client and as appropriate.

There are many different strategies to accomplish the protection of your assets while you are alive and after you are gone. To find out which strategies may be right for you, contact us for a Family Wealth Planning Session.

Conservatorship/
Adult Guardianship

Whether through illness, injury, or mental decline, anyone can require a guardian (known as a conservator in California) to care for them if they become mentally or physically incapacitated. Unless the person has the proper estate planning in place that names a guardian, however, guardianship must be established through county probate court. At Bromlow Law, PLLC, we can guide you through this often complex and emotional process.

Obtaining Adult Guardianship

Although naming a guardian for a minor child involves a somewhat similar process, obtaining adult guardianship is vastly different, especially in terms of what the court requires as proof that guardianship is warranted. In fact, the process begins with the interested party filing a petition in court that requests the court declare the incapacitated person incompetent.

Sometimes, these filings are made “ex parte” (in secret), so a guardianship can be established before family and friends even know it’s happening. Other times, guardianship filings can lead to heated disputes between family members and/or friends, who may claim they’d be better suited for the role.

Regardless of who files the petition, guardianship will only be granted if the court determines there’s enough evidence to show the person is mentally incapacitated—to the point where they can no longer make legal, financial, and/or healthcare decisions for themselves. If guardianship is granted, the incapacitated person is known as the guardian’s “ward.”

Who Can Serve as an Adult Guardian?

Although courts typically give preference to a spouse or another close family member, a guardian doesn’t have to be a relative. Provided the person is a competent adult, a close friend, or any other interested party can serve as long as they prove they’re best suited for the position. 

If a relative or friend is not willing—or capable—of serving, the court will appoint a professional guardian or public guardian. Sadly, this can lead to horrible financial and/or physical abuse of the incapacitated, so it’s best to plan ahead and name a guardian in your estate planning documents to keep courts out of the picture entirely.

Adult Guardianship Responsibilities

Depending on the extent of the person’s incapacity, a court-appointed guardian can be given near complete control over a person’s life. There are two types of guardianship: guardianship of the person and guardianship of the estate.

Guardianship of the person involves making decisions about the ward’s place of residence, physicians, medical treatment, and a host of other personal issues. Guardianship of the estate involves decisions about the person’s income, legal actions, assets, insurance claims, and many other matters.

Usually one person is appointed for both roles, but the court can also split the responsibilities among multiple parties. For instance, one guardian may oversee the financial decisions, while another handles living arrangements and healthcare. Moreover, the court often requires the guardian(s) to file detailed status reports—like financial accounting—at regular intervals or whenever important decisions are made, such as the sale of assets.

Some of the most common duties of adult guardians include:

  • Paying the ward’s bills
  • Determining where they live
  • Monitoring their residence and living conditions
  • Providing consent for medical treatments
  • Deciding how their finances are handled, including how their assets are invested and if any assets should be liquidated
  • Managing real estate and other tangible property
  • Keeping detailed records of all their expenditures and other financial transactions

Making end-of-life and other palliative-care decisions

Trusted Attorney

With the huge responsibility and loss of control that comes with guardianship, the process can often feel overwhelming. The best course of action is to use estate planning to name a preferred guardian ahead of time, so the family won’t have to deal with a courtroom or lawyers in the first place. Unfortunately, that’s not always how life works out, so if you need a reliable guardianship attorney, contact Bromlow Law, PLLC today.

Special Needs Planning

Estate planning for a family with special needs children comes with a complex set of financial, social, and medical issues that some lawyers are ill-equipped to handle. But the experienced special needs planning attorneys with Bromlow Law, PLLC are dedicated to ensuring your child with special needs will be well taken care of when you’re no longer able to serve as the primary caregiver.

We offer a variety of estate planning tools and strategies designed to accommodate the unique circumstances presented by children with special needs and their families in Texas.  We can help you pass on the financial assets needed for your child to live a rich quality of life without jeopardizing their eligibility for government benefits. We’ll also assist you in finding and appointing a trusted guardian and/or trustee to look after them in the event of your death or incapacity. And we’ll help with locating the best residential opportunities—as well as the means to pay for them.

Special Needs Trusts

One “Catch-22-like” situation surrounding estate planning for those with special needs is leaving enough money to pay for the massive amount of care and supports these individuals typically need throughout their lifetimes. Yet, if parents leave a large lump sum of money directly to a child with special needs, they risk disqualifying him or her for government benefits like Medicaid and Supplemental Social Security Income.

Fortunately, the government allows assets to be held in what’s known as a “special needs trust” to provide supplemental financial resources for the physically, mentally, or developmentally disabled child without affecting their eligibility for public healthcare and income assistance benefits. That said, the rules for such trusts are quite complicated.

For instance, funds from a special needs trust cannot be distributed directly to the disabled beneficiary and must be disbursed to a third-party who’s responsible for providing the goods and services they need to maintain a comfortable lifestyle. What’s more, the requirements for a child with special needs change dramatically over time, as do the laws governing public benefits.

Given this, it’s vital to work with an experienced special needs attorney who can create a comprehensive special needs trust that’s both properly structured and appropriate for your child’s specific situation.

Special Needs Planning & Trusts for Texas Children

Contact Bromlow Law, PLLC if you need estate planning for your child with Down syndrome, autism, cerebral palsy, or another developmental or intellectual disability. Our experienced Texas special needs planning lawyer can develop a sustainable living plan for your child with special needs that will provide them with the finances they need to live a full life, while preserving their access to government benefits.

Estate Tax Protection

You work your entire life to save and have enough money to comfortably retire—and ideally leave something for your loved ones when you pass away. During your life, you pay all kinds of taxes: income taxes, property taxes, sales taxes, and so on. And at the end, the government even wants to tax you on the assets you have left at your death.

This is known as the estate tax, sometimes called the inheritance tax or death tax. The best way to protect your assets and your family’s future from excessive taxation is to hire an attorney who specializes in estate tax planning. Our experience estate tax planning lawyer can help you reduce—if not entirely avoid—the federal estate tax burden.

How Does the Estate Tax Work?

The estate tax is totally separate from federal income taxes and is paid on the net value of all your assets owned at your death. However, there are fairly sizable exemptions to the estate tax, so it’s primarily high net-worth individuals and their families who are affected.

That said, the estate tax rate is a whopping 40%, so we’re talking about potentially massive sums of money being owed by one’s heirs. And that bill must be paid to the IRS within 9 months of the decedent’s death.

Exemptions to the Estate Tax

Notably, President Trump’s Tax Cuts and Jobs Act of 2017 nearly doubled the allowable exemptions to the estate tax, ensuring that even fewer families will be affected:

  • Estate tax exemption for individuals expanded from $5.4 million to $11.2 million.
  • Estate tax exemption for married couples expanded from $10.9 million to $22.4 million.

So unless your estate is valued at more than $11.2 million, you won’t have to worry about the estate tax at this time. But for those who are affected, there are numerous estate planning strategies available that can greatly reduce the amount owed.  Our estate tax planning lawyers can advise you on the best options for your family.

Advanced Estate Planning Strategies

Families with high-value estates face several complex legal and tax issues—and the estate tax is only one of them. At Bromlow Law, PLLC, we offer a number of advanced estate planning strategies that are primarily aimed at reducing a family’s tax burden. In addition to the estate tax, we also help families navigate the gift tax and generation-skipping tax to pass assets on for successive generations without risk of estate tax decimating the estate at each generation.

Some of our most popular advanced estate planning tools and strategies include:

  • Life insurance trusts
  • Qualified personal residence trusts
  • Grantor retained annuity trusts
  • Asset protection trusts
  • Land trusts
  • Dynasty Trusts 
  • Family limited partnerships or limited liability companies
  • Asset gifting
Estate Tax Planning Lawyer in Katy, Texas

You worked hard to build you family’s wealth and legacy, so it makes sense to put similar effort into protecting those assets—and that includes protecting them against excessive taxes. Contact Bromlow Law, PLLC to minimize the potential tax burden faced by your family, so you can maximize the inheritance you pass to them.

Probate

Probate in General

If you are here to learn about probate after the passing of a loved one, we first want to say that we are very sorry for your loss.  We hope that the information you find on this page will simplify any legal and administrative headaches you might otherwise face during such a difficult time.

With that said, “probate” is a court supervised proceeding, a lawsuit filed by your heirs in local court.  The goal of probate is to settle an estate under the jurisdiction of the probate or County Court. 

Assets owned solely in the name of the deceased person are subject to probate. Assets that pass by means of title, such as real estate titled as “Joint Tenants with Right of Survivorship,” or bank accounts titled as “Transfer On Death” are not subject to the probate process as long as a the joint tenant or named beneficiary survives the deceased. Assets that pass by means of a beneficiary designation, such as life insurance or some retirement accounts, are also not subject to probate. In some situations, however, assets that would otherwise pass by title or beneficiary designation can be subject to the probate process.  Talk to an attorney if you have questions about your specific situation.

Probate in Texas

Probate is required when a Will is the estate planning instrument used by the decedent to state their wishes.  During the probate proceeding the court will determine whether the document presented is a valid legal Will and the Court will appoint a personal representative (“executor” or “administrator”) whose job it will be to pay debts of the estate and ultimately distributed the estate to the named beneficiaries.  When the Will is admitted to the Court for the Probate proceeding, the Will becomes part of the public record.  The law requires several steps to be taken prior to the personal representative distributing the estate.

The first step that a personal representative takes upon being appointed is to gather and inventory the deceased’s property and pay the debts of the estate, if those debts are properly presented as a claim on the estate.  The personal representative will be responsible for filing an inventory or an affidavit in lieu of inventory with the court as one of his/her final acts.  There are several types of probate processes in Texas and the legal requirements for each varies.  Bromlow Law, PLLC can help you follow the legally required steps for your situation.

Types of Proceedings in Texas

Texas has several types of probate proceedings, which are all different in the time required and expense. The probate procedure a client needs will depend upon the nature of the decedent’s assets, whether the decedent has a valid Texas will and the total dollar value of the assets. The most common processes are as follows:

Independent Administration

This is the most preferable type of probate procedure when it comes to efficiency, time and cost.  While there are reasons to opt for more oversight by the court, this type of proceeding is most often elected for mid-size to large estates. In order to follow an independent administration process, there must be a valid Last Will and Testament of the decedent, which is admitted to the Court.  Upon approval of the Will as valid, the Court will issue Letters Testamentary. Unsecured creditors are served with the Notice to Creditors. Secured creditors are also notified and may in turn file a Statement of Claim. The only Court appearance necessary is when the Independent Executor appears in Court to qualify for appointment.  The Independent Executor will also file an Inventory with the Court, but otherwise will act without Court oversight. 

Dependent Administration

When more Court oversight is necessary or preferred (i.e. where there are numerous debts or the Will does not specify that executor is to serve under an Independent Administration), a Dependent Administration process will be used.  In this type of process, there is a valid Will that is admitted by the Court and an Executor is appointed, but all actions require court approval prior to being taken. This is usually the most costly and time-consuming proceeding.

Determination of Heirship – “Intestate”

When someone dies without a Will or without a valid Will, the court will determine who the heirs of the deceased are based upon Texas Law.  This process is called a Determination of Heirship.  The process requires “notification” to all potential heirs. This may also result in a dependent administration. This can be a costly and inefficient means of distributing an estate. The State of Texas has a plan for heirship which provides for distributions to various heirs based upon degree of blood relationship and type of property. Oftentimes the State’s idea of who should get someone’s estate is very different than what that person may have actually wanted.  These issues can be eliminated with a Will.

Muniment of Title, Small Estate Administration, Affidavit of Heirship, and several other proceedings may be instituted.

Other proceedings are available where there are few assets or no Will was probated within the required time of four (4) years or where “curative” measures are needed.  These other proceedings are typically less efficient than an Independent Administration Probate proceeding. 

What’s so bad about probate … and what should I do next?

Many people have heard that probate is bad news.  Although in Texas probate is not as expensive in other states, it can be time-consuming, it’s a public process and some prefer to keep things out of the Court.

The easiest way to avoid the probate process is to plan; but if you are now in a situation where you must go through probate courts to finalize the estate of a loved one, the best thing you can do is get educated and get help to complete the process as quickly, and cost-effectively, as possible.

My loved one had a trust…will we need to go through probate?

In most cases, no.  If your loved one’s assets are owned in the name of a Trust, the family can contact a lawyer who will complete some paperwork and guide the loved ones through the process with ease without the need for court involvement.

Unfortunately, many people who have a Trust think they have it all taken care of.  But time and again, family members of a recently passed loved one come into my office and they find out they are facing the frustration, expense and delay of a probate, even though the person they loved had a trust.

Why is that?

Often the Trust was prepared many years ago and was never updated; and often, their loved ones’ assets were not owned in the name of their Trust.  That is why it is so very important that you carefully choose your estate planning attorney and have regular reviews of your plan and assets so the planning you do now works as planned later.

It’s why we do things so much differently than most other lawyers and law firms, here at Bromlow Law, PLLC.

Getting Help: Choosing The Right Attorney For Your Probate Case

The best way to ensure your probate is done right is to choose your attorney wisely. Do not assume that all attorneys are the same!  Too many lawyers only “dabble” in probate or trusts. Don’t choose a lawyer who does probate as a sideline because these lawyers often blunder causing real problems for their client and their cases often take longer than those handled by experienced probate lawyers.

You don’t have to use the attorney who prepared the Will either!  Just because a particular attorney prepared the Will, this does not mean that attorney must handle the probate, nor are they necessarily the right person for the job. You need to be comfortable with the attorney and confident that they are the right attorney for you. Choosing your probate or trust lawyer is one of the most important decisions you will make. If you put in the time and effort to find the right lawyer, you will be rewarded with a skillful guide who will help you navigate the probate process.

Contact Bromlow Law, PLLC For A Complimentary Post-Death Estate Review

If you’re ready to get started with the probate process after the passing of a loved one, please contact Bromlow Law, PLLC at (281) 665-3807 or use this link to schedule a complimentary 15-minute consultation to help determine your next best steps. We are here in service to making this all as easy as possible on you.

During this appointment, we will answer all of your questions about probate and guide you and your family through the next best steps.  We are committed to helping you administer your loved one’s estate as quickly and efficiently as possible, and look forward to relieving any administrative or legal burdens you may face during this time of loss.

Trust & Estate Administration

Trust & Estate Administration or Probate After the Death of a Loved One

When a loved one dies it can be a confusing time in which you are in immense grief while also needing to make sure you handle all the technical details of locating assets, paying bills and making sure your loved one’s assets get to the right people, without conflict.  We are here to help.

Whether your loved one created a trust to hold their assets, or did not, he or she did have assets (called the estate of the deceased) that must be handled with careful attention and it’s critical that you work with a Personal Family Lawyer® who can help you to do the right thing, minimize conflict and ensure the smoothest possible transition of assets.

When someone creates a trust as part of their estate plan, they must name a trustee to ensure the trust’s terms are handled properly. These individuals must carry out all of the trust’s instructions, and they’re legally responsible for doing so within the scope of federal and state law. Such duties are known as trust administration.

Serving in this capacity entails a huge level of responsibility and liability. What’s more, most people named as trustee will have limited, if any, background or experience in the legal and financial duties that come with administering a trust. In this case, Bromlow Law, PLLC can work with the trustee to ensure the trust is administered properly and all legal requirements are satisfied.

If there is not a trust or if not all assets have been properly titled in the name of a trust that was created, we can help your family through the process of estate administration, usually requiring a court process, called probate. If you are a beneficiary of an estate, or an executor or trustee, contact us for support in handling the transition of your loved ones assets as easily as possible.

Trust and Estate Administration

As your Personal Family Lawyer®, we work closely with the family, beneficiaries, and other advisors to ensure the decedent's trust assets are collected, debts are paid, and the remaining assets are distributed to the named trust beneficiaries, or to the heirs of the estate. Depending on the type of trust involved, assets may be distributed outright to the named beneficiaries, or they might be held in trust for the future benefit of the named beneficiaries. If there is no trust, assets will either be distributed outright to heirs named in a will, or by statute, or held by a guardian named by the court until an heir reaches the age of majority.

During this time, we may also need to have appraisals of major assets completed in order to get a clear picture of what the decedent's net worth was for estate tax purposes. Additionally, the title of trustor other estate assets may need to be changed to indicate new ownership by the named beneficiary outright or under a continuing trust.

All of this can be a hugely complicated and time consuming, but our trust and estate administration lawyers will transfer assets as quickly and smoothly as possible, resolve outstanding issues, and ensure that everything occurs within the applicable legal deadlines.

Trust and Estate Administration Services

Below, we’ve outlined some of our most common trust and estate administration services. We can accomplish the following duties without unnecessary delay and with utmost respect for your personal privacy and your family relationships.

  • Identification, collection, and determination of values of assets
  • Payment of all debts, expenses, and taxes from estate and trust assets, with submission of regular accountings
  • Advice as to disposition of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust
  • Preparation of state and federal, gift, generation-skipping transfer, and gift tax returns
  • Notifying all heirs and beneficiaries of the trust or estate
  • Communicating with beneficiaries

Our primary objective is to make this process as easy as possible for you, and minimize the impact of going to court, while also keeping your family out of conflict.

Trust & Estate Administration Lawyers

No matter how complex the trust or estate administration process may be, our attorney at Bromlow Law, PLLC will guide you every step of the way. We’ll work closely with personal representatives, executors, beneficiaries, and other fiduciaries to ensure the terms of the trust are carried out properly. At the same time, we’ll make the process as understandable and stress-free as possible for the trustee.