Estate Planning, Trust & Probate Litigation, Guardianships
Estate Planning, Trust & Probate Litigation, Guardianships
Estate Planning, Trust & Probate Litigation, Guardianships
John G. Woodrow
Why You Need Trust & Estate Planning
A custom estate plan is highly personal and can be one of the most important things you do for your loved ones. Estate planning is about helping and protecting those you love from the uncertainties in your future. It involves more than determining how your wealth is transferred upon your death, but extends to determining who will help you in the event of a disability, guardianship of minor children, providing for the special needs of children, protecting a surviving spouse, and protecting your children from being disinherited if your surviving spouse remarries.
As a result, it is important that the client has a high degree of confidence and trust in their estate planning attorney.
Estate Planning
John Woodrow has had the privilege of working with hundreds of long-term clients across generations of their families and the evolution of their businesses. He is fascinated by his client’s stories, respects their history, and cares deeply about their well-being. John has a unique ability to simplify complicated matters. Establishing a trust business essential part of his service.
In addressing a variety of end-of-life-issues, even the simplest plans often include certain valuable documents:
- Durable Power of Attorney: Naming someone to take care of your financial affairs if you are unable to do so during your lifetime;
- Health Care Power of Attorney: Naming the person to make medical decisions for you when you are unable to communicate your wishes;
- Living Will: Gives your Health Care Power of Attorney direction on the medical decisions you want them to make, especially the refusal of life-prolonging measures when death is imminent;
- Will: Gives direction to your Personal Representative – also known as an Executor – on how you want your Estate distributed to your heirs; and
- Last Separate Writing: Gives direction to your Personal Representative on personal items like furniture and jewelry you want distributed to specific people.
SOL can help you with:
– Wills
– Trusts
– Living Will & Trust
– Probate Administration
– Trust Administration
– Guardianships
– Power of Attorney
– Health Care Directives
– Medical Power of Attorney
– Estate tax planning
Have Questions or want to set up an appointment?
Why You Need Trust & Estate Planning
A custom estate plan is highly personal and can be one of the most important things you do for your loved ones. Estate planning is about helping and protecting those you love from the uncertainties in your future. It involves more than determining how your wealth is transferred upon your death, but extends to determining who will help you in the event of a disability, guardianship of minor children, providing for the special needs of children, protecting a surviving spouse, and protecting your children from being disinherited if your surviving spouse remarries.
As a result, it is important that the client has a high degree of confidence and trust in their estate planning attorney.
Estate Planning
John Woodrow has had the privilege of working with hundreds of long-term clients across generations of their families and the evolution of their businesses. He is fascinated by his client’s stories, respects their history, and cares deeply about their well-being. John has a unique ability to simplify complicated matters. Establishing a trust business essential part of his service.
In addressing a variety of end-of-life-issues, even the simplest plans often include certain valuable documents:
- Durable Power of Attorney: Naming someone to take care of your financial affairs if you are unable to do so during your lifetime;
- Health Care Power of Attorney: Naming the person to make medical decisions for you when you are unable to communicate your wishes;
- Living Will: Gives your Health Care Power of Attorney direction on the medical decisions you want them to make, especially the refusal of life-prolonging measures when death is imminent;
- Will: Gives direction to your Personal Representative – also known as an Executor – on how you want your Estate distributed to your heirs; and
- Last Separate Writing: Gives direction to your Personal Representative on personal items like furniture and jewelry you want distributed to specific people.
SOL can help you with:
– Wills
– Trusts
– Living Will & Trust
– Probate Administration
– Trust Administration
– Guardianships
– Power of Attorney
– Health Care Directives
– Medical Power of Attorney
– Estate tax planning
Have Questions or want to set up an appointment?
Why You Need Trust & Estate Planning
A custom estate plan is highly personal and can be one of the most important things you do for your loved ones. Estate planning is about helping and protecting those you love from the uncertainties in your future. It involves more than determining how your wealth is transferred upon your death, but extends to determining who will help you in the event of a disability, guardianship of minor children, providing for the special needs of children, protecting a surviving spouse, and protecting your children from being disinherited if your surviving spouse remarries.
As a result, it is important that the client has a high degree of confidence and trust in their estate planning attorney.
Estate Planning
John Woodrow has had the privilege of working with hundreds of long-term clients across generations of their families and the evolution of their businesses. He is fascinated by his client’s stories, respects their history, and cares deeply about their well-being. John has a unique ability to simplify complicated matters. Establishing a trust business essential part of his service.
In addressing a variety of end-of-life-issues, even the simplest plans often include certain valuable documents:
- Durable Power of Attorney: Naming someone to take care of your financial affairs if you are unable to do so during your lifetime;
- Health Care Power of Attorney: Naming the person to make medical decisions for you when you are unable to communicate your wishes;
- Living Will: Gives your Health Care Power of Attorney direction on the medical decisions you want them to make, especially the refusal of life-prolonging measures when death is imminent;
- Will: Gives direction to your Personal Representative – also known as an Executor – on how you want your Estate distributed to your heirs; and
- Last Separate Writing: Gives direction to your Personal Representative on personal items like furniture and jewelry you want distributed to specific people.
SOL can help you with:
– Wills
– Trusts
– Living Will & Trust
– Probate Administration
– Trust Administration
– Guardianships
– Power of Attorney
– Health Care Directives
– Medical Power of Attorney
– Estate tax planning
TRUST, ESTATE, & PROBATE LITIGATION
Trust, Probate, & Estate Litigation disputes are characterized by high emotion, significant expense, and uncertain outcomes. That combination of factors frequently results in a significant reduction of the assets which would otherwise be distributed to the intended beneficiaries. John and Chuck have both the substantive knowledge of trust and estate law and trial experience to help you with your disputed trust and estate matter.
John and Chuck can help clients with:
– Interpretation of Wills & Trusts;
– Trust & Will disputes;
– Disputes between beneficiaries;
– Disinheritance claims;
– Disagreements with trustees
– Undue influence claims;
– Lack of capacity claims;
– Claims that a trustee has not properly executed the terms of a trust;
– Claims that a trustee has breached his/her fiduciary responsibilities;
– Mismanagement of trust or estate assets;
– Elder abuse;
– Financial exploitation claims;
– Abuse/misuse of a power of attorney
Conservatorships & Guardianships
When an adult is unable to manage their personal affairs and/or finances due to incapacity, illness, injury or any other reason, it may become necessary to seek court appointment of a guardian and/or conservator for that person.
In some instances, a grandparent or other family member may seek to be appointed as Guardian for a minor child when their parents are unable to care for or act for them. Other protective court actions may also be short of a guardianship, which may be instituted to prevent vulnerable family members from being exploited or financially abused. SOL has substantial experience navigating the complex guardianship and conservatorship law for families of incapacitated or vulnerable persons. This may include actions for temporary or permanent guardianship, establishing a court-approved trust, or enforcing the terms of existing estate planning that was put into place by the incapacitated person prior to their incapacity.
TRUST, ESTATE, & PROBATE LITIGATION
Trust, Probate, & Estate Litigation disputes are characterized by high emotion, significant expense, and uncertain outcomes. That combination of factors frequently results in a significant reduction of the assets which would otherwise be distributed to the intended beneficiaries. John and Chuck have both the substantive knowledge of trust and estate law and trial experience to help you with your disputed trust and estate matter.
John and Chuck can help clients with:
– Interpretation of Wills & Trusts;
– Trust & Will disputes;
– Disputes between beneficiaries;
– Disinheritance claims;
– Disagreements with trustees
– Undue influence claims;
– Lack of capacity claims;
– Claims that a trustee has not properly executed the terms of a trust;
– Claims that a trustee has breached his/her fiduciary responsibilities;
– Mismanagement of trust or estate assets;
– Elder abuse;
– Financial exploitation claims;
– Abuse/misuse of a power of attorney
Conservatorships & Guardianships
When an adult is unable to manage their personal affairs and/or finances due to incapacity, illness, injury or any other reason, it may become necessary to seek court appointment of a guardian and/or conservator for that person.
In some instances, a grandparent or other family member may seek to be appointed as Guardian for a minor child when their parents are unable to care for or act for them. Other protective court actions may also be short of a guardianship, which may be instituted to prevent vulnerable family members from being exploited or financially abused. SOL has substantial experience navigating the complex guardianship and conservatorship law for families of incapacitated or vulnerable persons. This may include actions for temporary or permanent guardianship, establishing a court-approved trust, or enforcing the terms of existing estate planning that was put into place by the incapacitated person prior to their incapacity.
TRUST, ESTATE, & PROBATE LITIGATION
Trust, Probate, & Estate Litigation disputes are characterized by high emotion, significant expense, and uncertain outcomes. That combination of factors frequently results in a significant reduction of the assets which would otherwise be distributed to the intended beneficiaries. John and Chuck have both the substantive knowledge of trust and estate law and trial experience to help you with your disputed trust and estate matter.
John and Chuck can help clients with:
- Interpretation of Wills & Trusts;
- Trust & Will disputes;
- Disputes between beneficiaries;
- Disinheritance claims;
- Disagreements with trustees
- Undue influence claims;
- Lack of capacity claims;
- Claims that a trustee has not properly executed the terms of a trust;
- Claims that a trustee has breached his/her fiduciary responsibilities;
- Mismanagement of trust or estate assets;
- Elder abuse;
- Financial exploitation claims;
- Abuse/misuse of a power of attorney
Conservatorships
& Guardianships
When an adult is unable to manage their personal affairs and/or finances due to incapacity, illness, injury or any other reason, it may become necessary to seek court appointment of a guardian and/or conservator for that person.
In some instances, a grandparent or other family member may seek to be appointed as Guardian for a minor child when their parents are unable to care for or act for them. Other protective court actions may also be short of a guardianship, which may be instituted to prevent vulnerable family members from being exploited or financially abused. SOL has substantial experience navigating the complex guardianship and conservatorship law for families of incapacitated or vulnerable persons. This may include actions for temporary or permanent guardianship, establishing a court-approved trust, or enforcing the terms of existing estate planning that was put into place by the incapacitated person prior to their incapacity.
Moving Forward With Your Arizona Trust & Estate Planning
Taking the next step with your trust and estate planning is a significant decision, but you can move forward with confidence, knowing you have the guidance of experienced professional trust and estate lawyers Phoenix and Yuma have to offer. Securing your family’s future is as simple as contacting Schneider, Onofry & Lomeli, P.C. Our team is ready to assist you in creating a comprehensive plan that reflects your wishes and provides long-term security for your loved ones. We recognize that everyone’s situation is unique, so we provide tailored estate planning to meet your specific needs and circumstances. We’ll discuss your individual position, answer any questions, and outline your options.
Whether you need help drafting a will, setting up a trust, or navigating the complexities of estate taxes, our Phoenix and Yuma estate planning attorneys are here to guide you. We understand that the process can seem daunting, but with the right legal support, it doesn’t have to be. Our Phoenix and Yuma trust planning lawyers help you anticipate potential issues, such as changes in tax law, family dynamics, or health concerns, and adjust your estate plan accordingly.
Get the legal advice you need now.
As you prepare to move forward with your Arizona trust and estate planning, know that Schneider, Onofry & Lomeli, P.C. is committed to helping you create a plan that gives you peace of mind and protects your family’s future. We are here to help make your estate planning as seamless and stress-free as possible.
Moving Forward with Your Arizona Trust & Estate Planning
Taking the next step with your trust and estate planning is a significant decision, but you can move forward with confidence, knowing you have the guidance of experienced professional trust and estate lawyer Phoenix and Yuma have to offer. Securing your family’s future is as simple as contacting Schneider, Onofry & Lomeli, P.C. Our team is ready to assist you in creating a comprehensive plan that reflects your wishes and provides long-term security for your loved ones. We recognize that everyone’s situation is unique, so we provide tailored estate planning to meet your specific needs and circumstances. We’ll discuss your individual position, answer any questions, and outline your options.
Whether you need help drafting a will, setting up a trust, or navigating the complexities of estate taxes, our Phoenix and Yuma estate planning attorneys are here to guide you. We understand that the process can seem daunting, but with the right legal support, it doesn’t have to be. Our Phoenix and Yuma trust planning lawyers help you anticipate potential issues, such as changes in tax law, family dynamics, or health concerns, and adjust your estate plan accordingly.
Get the legal advice you need now.
As you prepare to move forward with your Arizona trust and estate planning, know that Schneider, Onofry & Lomeli, P.C. is committed to helping you create a plan that gives you peace of mind and protects your family’s future. We are here to help make your estate planning as seamless and stress-free as possible.
Moving Forward With Your Arizona Trust & Estate Planning
Taking the next step with your trust and estate planning is a significant decision, but you can move forward with confidence, knowing you have the guidance of experienced professional trust and estate lawyer Phoenix and Yuma have to offer. Securing your family’s future is as simple as contacting Schneider, Onofry & Lomeli, P.C. Our team is ready to assist you in creating a comprehensive plan that reflects your wishes and provides long-term security for your loved ones. We recognize that everyone’s situation is unique, so we provide tailored estate planning to meet your specific needs and circumstances. We’ll discuss your individual position, answer any questions, and outline your options.
Whether you need help drafting a will, setting up a trust, or navigating the complexities of estate taxes, our Phoenix and Yuma estate planning attorneys are here to guide you. We understand that the process can seem daunting, but with the right legal support, it doesn’t have to be. Our Phoenix and Yuma trust planning lawyers help you anticipate potential issues, such as changes in tax law, family dynamics, or health concerns, and adjust your estate plan accordingly.
Get the legal advice you need now.
As you prepare to move forward with your Arizona trust and estate planning, know that Schneider, Onofry & Lomeli, P.C. is committed to helping you create a plan that gives you peace of mind and protects your family’s future. We are here to help make your estate planning as seamless and stress-free as possible.
