Estate planning isn't just about money and death, it's about realizing the American Dream now – and leaving a legacy for the future. By planning today, you can avoid unnecessary taxes, expenses, delays and potential legal challenges tomorrow.
What will happen to your home, your personal possessions, investments and social security benefits when you die? It's important to you and your family to not only to have a "game plan" to maximize your wealth while you're here – but also to ensure that your assets are easily available to your heirs after you are gone.
Foley & Mansfield's Estate Planning lawyers provide a range of affordable, flat fee services customized to your situation, with personal attention and a level of detail appropriate to your needs. Our estate planning services include:
- Charitable and planned giving
- Retirement planning
- Tax planning
- Planning for non-citizen spouses
Business Succession Planning
Comprehensive business succession planning helps closely-held businesses, their owners and other individuals manage risk, protect value and provide a smooth transition to the next generation of ownership. We work closely with your key advisors to help you plan and execute your business succession strategy, addressing common concerns including:
- Will I be able to sell my business profitably?
- Will I have enough to retire comfortably?
- Will taxes eat away my hard-won assets?
- Will I have a legacy to leave my family?
Our closely-held business focus and tax knowledge allows transactions to be structured and closed to meet the requirements of the law to maximize of your wealth.
Probate & Trust Disputes
With vast experience in planning and handling probate and trust matters, Foley & Mansfield is well-versed in issues involving lack of capacity, undue influence, and asset mismanagement or misappropriation. Our probate and trust litigators represent trustees, executors charitable organizations, family businesses, and individuals as either fiduciaries or as individual claimants. We also assist in the administration of probate and trust estates - including the preparation of court filings including petitions for appointment of executors, guardians, and conservators; inventories of assets, motions, settlements and accountings; and petitions for distributions.
Foley & Mansfield's attorneys are highly experienced litigators who are as comfortable in the courtroom as they are working with the potentially volatile family dynamics that often surround a will or trust contest. We balance compassion for family relationships with an aggressive approach to litigation as dictated by your particular situation.
Bob Brummond, the firm’s partner overseeing our probate and trust litigation cases, has earned an outstanding national reputation in probate litigation and often lectures at the prestigious Fratcher Symposium on trusts and estates.
Our probate and trust attorneys are regularly involved in the following areas of litigation:
- Will contests
- Trust contests
- Claims for breach of fiduciary duty
- Discovery of asset claims
- Power of attorney abuse claims
- Accounting suits