Estate Planning
Karin guides clients through decisions to create a comprehensive estate plan. With over a decade of experience in estate planning, as well as mentorship by her father, she has invaluable real-world experience drafting and implementing estate plans. Karin prepares a suite of legal documents during the estate planning process, each tailored to the unique needs of an individual or family.
What legal documents are prepared?
- LIVING TRUST
Revocable and amendable legal document setting out specific plans for incapacity and distribution of estate upon death.
- POUR-OVER WILL
Any property not placed in the Trust will “pour” over to the Trust through the Will. Guardian of minor children can also be named.
- MEDICAL DIRECTIVE
Preparation of Advance Healthcare Directives and HIPAA release of confidential medical records.
- POWER OF ATTORNEY
Durable power of attorney allows you to appoint a financial agent to handle financial matters if you become incapacitated.
What are the benefits of Estate Planning?
- AVOID PROBATE
Probate is costly and time consuming. A typical probate case costs tens of thousands of dollars and takes approximately 12-18 months.
- PRIVACY
Trusts are private legal documents that are not subject to public inspection.
- PLAN FOR INCAPACITY
Estate planning is planning ahead. You can appoint agents to act for you when you do not have the capacity to act for yourself.
- PROTECT CHILDREN
Trustees appointed by you help manage estate assets when children may not have the legal ability or financial savvy to handle inheritances.
- PRESERVE WEALTH
Trust structure can help maximize federal estate tax exemptions and preserve wealth for future generations.
Trust Administration
Karin offers legal expertise with compassion and empathy to guide successor trustees in handling the administration of trusts after a loved one’s passing. With over two decades of experience, she advises clients on steps to be taken to fulfill their fiduciary duty to carry out trust terms and legally transition properties to beneficiaries.
Probate Law
When probate is necessary, Karin offers legal representation that is responsive, diligent, and meticulous to ensure that the estate is processed efficiently through probate court. She handles the probate process from filing the initial probate petition through obtaining a court order to settle the estate.
