Estate Planning Attorney: Day In The Life

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In order to give you an idea of the issues that one estate planning lawyer deals with on a particular day, I've put this post together.

In one day, over six consecutive meetings, I handled the following issues: Getting a court appointed executor confirmed after two executors named in will died; Getting a court to appoint a new trustee of a trust appointed since both trustees named in a trust instrument died; Helping a family with no prior estate legal documentation in place put a program in order to make things simple for the surviving spouse and the children; helping a client with a large estate through issues like, step-up in basis; avoiding income tax; avoiding estate tax, charitable bequests, the SECURE Act issues, and out of state probate issues; helping a parent and her children protect funds from the parent getting scammed or from the parent being forced to spend the assets down in a skilled care environment; Helping a family specify their distribution to certain children and grandchildren; and helping client arrange for her special needs child; her child who will need his inheritance managed; and her other child.

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This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship.

Paul Rabalais
Estate Planning Attorney
www.RabalaisEstatePlanning.com
Phone: (225) 329-2450