Estate Planning

Estate Planning

It is never too early to plan for tomorrow.

At Wakefield, Sutherland & Lubera, P.L.C., we believe that estate planning is more than just drafting a document. An estate plan ensures that a client’s wishes are honored both during their life and after their passing. Our approach to estate planning is to establish and maintain close personal contact with each of our clients to help them develop unique estate plans that will provide for their family and business needs. By explaining your options and informing you about the latest laws regarding estate planning, we strive to make this a positive experience for you and your loved ones. We utilize tools such as living trusts, pour over wills, financial powers of attorney, medical powers of attorney, HIPAA forms, irrevocable life insurance trusts and charitable trusts to achieve these goals.

Our attorneys are specialists who have extensive experience in both common and unique planning situations that can involve minor children, beneficiaries with special needs, trusts for a family cottage or provisions for the well being of a client’s family pets. Also, a proper estate plan ensures that a client’s end of life decisions are honored.

We also represent donors and donees with respect to charitable giving. For clients with charitable intentions, we analyze all aspects of various alternatives including tax implications, to determine the best charitable giving plan for them. We prepare all documents to effectuate the gift, whether it is an outright charitable bequest or a more complicated gift such as a charitable remainder annuity trust, charitable lead trust, or a private foundation.

Our attorneys are also experienced in structuring integrated asset protection and preservation. This planning can range from the mere identification of potential exposure and risk assessment to the implementation of a plan designed to diversify concentrated asset risk.