Estate planning is an important part of life, and the attorneys of Avelino & Hartlaub, LLP, have extensive experience in providing the most sensible and effective estate plans for our clients, regardless of the client’s age, estate size or family situation. Such planning can include providing for retirement and for the possibility of illness or disability, as well as for determining the distribution of one’s estate.

At Avelino & Hartlaub, LLP, we understand that your Estate Planning portfolio will include some of the most important documents you will ever create for yourself and your family. Our attorneys will focus all their skill and experience on drafting Wills, Trusts, Powers of Attorney and Advanced Directives, as well as more complex documents such as Dynasty Trusts, that will protect and provide for your family’s future.

 When the time comes to administer an estate, our team of experienced attorneys works closely with executors, trustees, and beneficiaries to provide a smooth and orderly management of trusts and estates.  We assist clients in the probate of wills and administration of estates and trusts, focusing on appropriate tax strategies in carrying out a decedent’s intentions for preservation of assets and transmission of wealth to subsequent generations.

  • Last Will and Testaments
  • Testamentary Trusts
  • Pour-Over Wills
  • Durable Powers of Attorney
  • Medical Powers of Attorney
  • Advance Directives
  • Estate Tax Planning
  • Lifetime Gifting and Gift Tax Planning
  • Revocable Inter Vivos Trust (“Living Trusts”)
  • Irrevocable Trusts
  • Dynasty Trusts
  • Special/Supplemental Needs Trusts

PROBATE & ESTATE ADMINISTRATION

At Avelino & Hartlaub, LLP our team of experienced attorneys works closely with executors, trustees, and beneficiaries to provide a smooth and orderly administration of trusts and estates.  We assist clients in the probate of wills and administration of estates and trusts, focusing on appropriate tax strategies in carrying out a decedent’s intentions for preservation of assets and transmission of wealth to subsequent generations.

 Avelino & Hartlaub, LLP also represents beneficiaries in connection with their interests, to ensure maximization of their bequests.  Our services cover:

  • Preparation and filing of all court documents for probate of a will and appointments of administrators
  • Collection and valuation of assets
  • Trust administration
  • Use of post-mortem tax planning devices
  • Preparation of estate tax returns
  • Miscellaneous proceedings in the Surrogate’s Court
  • Distribution of estate and trust assets to beneficiaries