Oftentimes, people assume that estate planning is only for the “wealthy” or the “elderly,” but the truth is, putting an estate plan in place should be a priority for everyone. Regardless of the size of your estate, there is always some type of administration required after someone dies. Having a plan not only helps to expedite this process, but also eases the burdens, costs, and expenses for our loved ones left behind. While planning for our passing is a large part of an estate plan, focusing on that aspect alone ignores several critical issues, like disability or illness.
At ROSENBLATT LAW FIRM, our dedicated estate planning attorneys have experience in formalizing comprehensive plans that prepare you for all stages of life. Our estate planning attorneys are also dedicated to tailoring each plan to fit your unique circumstances. Whether it’s planning for mixed families, asset protection, estate tax avoidance, probate prevention, preserving government benefits through special needs trusts, or qualifying for Medicaid, our estate planning attorneys are here to assist in accomplishing your specific estate planning goals and needs. While this can be a difficult area to discuss or even contemplate, failing to address your estate plan can, and often does, leave your wishes unfulfilled and your loved ones with painful, difficult, and costly decisions. Estate planning with the ROSENBLATT LAW FIRM benefits not only you, but also those you love, and as such, is a responsibility our attorneys take very seriously.
Preparation of estate plans to include wills and trusts, durable and medical powers of attorney, declarations of guardian for children, and advanced directives to physicians
Implementation of Special Needs Trust, both first and third party, to preserve government benefits
Implement estate planning tools to offer asset protection against potential creditors and judgments
Creation of Irrevocable Life Insurance Trusts (ILITs) to provide liquidity for potential estate taxes
Work with clients’ financial advisors to offer a hands-on approach to the estate planning process
Implemented estate planning tools to maximize the transfer of estate and promote efficient probate
“Probate” refers to the legal process of transferring certain types of assets from a loved one’s estate after they die to that individual’s beneficiaries or heirs, depending on whether that person died with or without a Will. When someone dies with a Will, it is called a dying “testate,” and the estate passes to the named beneficiaries under the Will once it has been admitted in a court of law. If someone dies without a Will, it is called dying “intestate,” and the estate passes to the individual’s natural heirs at law, which has been predetermined by the Texas Legislature. A person’s heirs must be established in a court of law before the estate can be distributed. Both the estate and the intestate probate process can be a daunting and overwhelming task.
Having an experienced attorney who can maneuver through the court system on your behalf is crucial for efficiently administering the estate, as well as saving on costs and expenses. Losing a loved one is hard enough. The last thing you should be worried about is getting through the probate process. Let our team of attorneys at ROSENBLATT LAW FIRM shoulder this responsibility and ease you through the process.
Probate attested, self-proven, and holographic wills
Direct clients through the intestacy probate process
Successfully administered independent and dependent administrations
Represent clients as beneficiaries and/or heirs of an estate to protect their interests
Guardianship is a court-established relationship between two parties: a “ward” and a “guardian.” A “ward” is an individual who is experiencing some type of incapacity which requires the appointment of a trusted individual to make decisions on the ward’s behalf, known as a “guardian.” The term “incapacity” is defined in the Texas Estates Code, but it can range anywhere from a minor who has inherited money or other assets from an estate (usually an intestate situation), or a child who turned 18 who suffers from a severe cause of autism or intellectual disability who still needs a parent to make decisions for them, to an elderly parent experiencing dementia or Alzheimer’s.
When a loved one is experiencing an incapacity, guardianship may be necessary. Our team of attorneys at ROSENBLATT LAW FIRM has experience in helping clients through all different types of guardianship, including both minor and adult guardianships, temporary and permanent guardianships, and guardianships of the person and/or estate.
While guardianships may be necessary in some cases, it is important to note that courts consider this the most restrictive legal relationship it can establish over someone, and less-restrictive alternates should always be considered before guardianship is created. Our team of attorneys also has experience in defending clients from unwanted guardianship cases. No matter what the situation, our team is here to help you through your guardianship needs.
Obtain guardianships over person and estate for a variety of individuals
Prepare and submit annual reports and accountings for existing guardianship
Successfully defended against unnecessary guardianship suits