Personalized Estate Planning

Our experienced estate planning team is committed to protecting your legacy and the future security of your family. We will work closely with you to understand and appreciate your estate planning goals and objectives, both personal and financial, and to ensure that your wishes are carried out in a cost effective and timely manner.

Trinity Coply

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Estate planning may provide significant tax savings opportunities, thus increasing the assets which will ultimately benefit your family. Our tax attorneys are experienced in deferring, minimizing and often eliminating estate taxes completely. We can provide assurances that the eventual transfers to your children and grandchildren will be structured and secure, including situations where your beneficiaries are minors, have developmental issues, creditor concerns, difficulties managing money, or may be subject to the influence of others. Our experience in these extremely sensitive family situations will ensure that your goals are achieved and your assets are available for only your chosen beneficiaries.

Estate Administration

When a loved one passes on, the probate court administration process can be complicated and confusing. Our attorneys provide assistance by exploring all of your estate administration options and we assist with all phases of estate administration to ensure that your loved one’s estate is handled with sensitivity and efficiency. We have over thirty years of experience with estates in all degrees of complexity, both personal and financial, and we’re honored to assist your family in navigating through the probate court and estate administration systems.

Conservator and Guardianships

The attorneys of Jager Smith P.C. are prepared to advise your family on all aspects of gaining appointment as a conservator or guardian, including many options to such appointments. We will help you obtain appointments and provide ongoing assistance with the complex court filings required of guardians and conservators, including annual accounts and personal and financial care plans. Care giving is very stressful and we can assist your family with the legal aspects of caring for a loved one and provide direction for resources to help families provide the best possible care for a family member, legal and otherwise.