American Bar Association

Trust and Estate law deals with the protection of assets during a client’s lifetime and the distribution of a client’s assets after death. As the most populous generation continues to age, trusts and estates issues are being defined and tested.

Estate Planning FAQs

Estate Planning: How to Get Going and Why Not to Do It Yourself- “Statistical studies show that 55% of Americans die without a will or estate plan. This free program informs the non-lawyer public how to start estate planning (wills, powers of attorney and trusts) by providing a set of practical first steps. Our panel of lawyer and trust officer experts will also explain why simply signing a will or power of attorney with a ‘do it yourself’ plan may actually be worse than doing nothing, costing a ‘special needs’ family member the loss of government benefits or resulting in an ex-spouse inheriting assets. The program is intended for the general public and does not require a background in the law of wills or trusts or tax.”

Five Wishes – Advance Care Planning Program

“More than just an advance directive, Five Wishes brings a holistic approach to a living will by including an individual’s care and comfort choices. It provides a means to legally document your choices for medical treatment, comfort, and care wishes takes the guessing out of caring. It is a legal document that guides you through planning before a health crisis.”