Trust & Estate Planning

Estate planning is an essential step for everyone. Proper planning ensures that your assets and wishes are adhered to and ensures that your loved ones are provided for upon your passing. HKD can assist you in estate planning needs.

We have extensive experience with the following:

Wills

Power of Attorney

Living Wills

Healthcare Instructions

Conservatorships

Guardianships

Title XIX/Special Needs Trusts

Revocable Trusts

Irrevocable Trusts

Life Insurance Trusts

Estate Tax Planning

Preparation of gift tax returns

Business succession planning

IRA and Retirement Planning

Representation of Heirs

Settlement of Estates

We also advise trustees, executors and beneficiaries on the legal and tax issues related to the death or incapacity of an individual.

In conjunction with trusts and estate planning, HKD offers advice with regard to asset protection. Such protection is often necessary in uncertain financial times and as a result of our litigious society. Depending on the situation, HKD can help protect and preserve assets from unfair seizure by creditors, plaintiff’s attorneys and other predators.

Planning in advance of health problems is essential and HKD will advise you as to the use of various legal vehicles such as family limited partnerships, limited liability companies, and trusts, including special needs trusts.

Representative work

Represented a client in the management of a private equity interest.

Drafted revocable trust tailored to the needs and desires of an elderly client.

Planned for the disposition of significant family real estate assets.

Preparation of hundreds of wills for clients.

Represented multiple executors in the administration of estates.