Legal Counselors Maximizing Your Asset Protection

Estate Planning Attorneys Providing Services That Result In The Orderly Transition Of Your Wealth

This highly personal practice area emphasizes sophisticated tax and estate planning with individuals of substantial net worth; trust and will preparation for individuals of average means and families with young children; and trust, probate and guardianship administrations. We deliver a customized approach that is sensitive to your family as well as to tax concerns. We recognize the value in achieving peace of mind, asset protection and successful wealth transfers. This practice group works closely with individual and corporate fiduciaries, and often collaborates with your other professional advisors to best achieve objectives. In addition to taking pride in the quality and sophistication of the estate planning documents produced, we can also address your particular needs and circumstances for exit strategies from businesses and asset protection.

Attorneys in practice – Stephen M. Zaloom, Jeffrey S. Raynor, and Juanita Solis.

  • Estate planning
  • Beneficiary representation
  • Wills
  • Fiduciary representation
  • Trusts, revocable and irrevocable
  • Pet trusts
  • Estate tax planning
  • Inheritance planning
  • Gift tax planning
  • Health care planning & living wills
  • Generation-skipping tax planning
  • Durable powers of attorney
  • Probate administration
  • Guardianship
  • Trust administration
  • Cohabitation agreements
  • Intestate estates
  • Land trusts
  • Asset protection
  • Business succession planning
  • Wealth transfer planning
  • Exit strategies
  • Disclaimers and postmortem planning
  • Charitable Planning and private foundations
  • Trust decanting

Resolving Disputes To Implement Intended Consequences

Our litigation practice involves trial and appellate work as well as arbitration and mediation. Our experience includes representing trustees, personal representatives, and beneficiaries in prosecuting and defending trust and probate litigation claims. The attorneys at Jeck Harris practice in both state and federal courts.

Attorneys Geoffrey L. Jones, David Markarian, David Glickman, Juanita Solis, and Alexandra England assist clients in estate and trust litigation, including:

  • Trust litigation
  • Probate litigation
  • Will & trust disputes
  • Trust modifications & reformations
  • Breach of fiduciary duty