Estate Planning & Settlement

Estate planning involves many complex issues, including, but not limited to, family relationships; wealth preservation; changing tax and Medicaid laws; and specialized planning for elderly and disabled care situations.  As a full-service law firm, we adopt an integrated approach to estate planning in an effort to address the needs of our clients and provide the best service possible.

At Carter DeYoung, our approach is personal, practical, creative and collaborative.  We work with our clients to explain, develop and implement estate plans for all stages of life and varying levels of wealth, in order to meet the estate planning objectives of our clients.  Our estate planing attorney, Cindy A. Nuzzolo,  provides our clients with a wide range of planning options, including, but not limited to, many of the following:

  • Wills
  • Durable Powers of Attorney
  • Health Care Proxies
  • Living Wills
  • Inheritance and Estate Tax Planning
  • Gift Tax Planning
  • Revocable Living Trusts
  • Irrevocable Trusts (including Irrevocable Life Insurance Trusts)
  • Special and/or Supplemental Needs Trusts
  • Generation Skipping Trusts
  • Guardianships and/or Conservatorships
  • Medicaid Planning

Estate settlement and trust administration can also be a complicated and emotional process for many families.

At Carter DeYoung, we assist and guide families through estate settlement and trust administration.  We provide a range of services to our clients including, but not limited to, the following:

  • Trust management and oversight
  • Probate and Fiduciary Accountings
  • Settlement of estate matters with Probate Court