A Full Service Estate, Trust & Elder Law Planning Firm
Meet Your Team
Experienced Guidance for Will and Trust Preparations
Make Sure Your Loved Ones are Protected
Bernetich Hatzell & Pascu, LLC is a full-service estate firm. The experienced lawyers at the firm work with their clients to help them develop an effective estate plan.
The firm offers a variety of estate services, including the following:
Having an estate plan in place is very important in order to not only ensure that your wishes are carried out after you are not living, but also that your intentions are known and respected during your lifetime. Appropriate documents should include a Will, possibly a Revocable Trust, Trusts for some beneficiaries, a Power of Attorney, and an Advanced Health Care Directive.
Estate Administration involves gathering the decedent’s probate assets, paying any expenses, debts, and taxes of the Estate, and distributing the assets to the beneficiaries. Estate administration may include planning to minimize taxes and dispute resolution. Trust Administration involves managing the assets of a Trust, distributing the assets per the terms of the Trust, and preparing financial records and tax returns for the Trust
Elder law focuses on planning for your personal and financial well-being as you age. Medicaid planning and financial planning through the use of insurance, trusts, asset titling, and gifting to preserve your assets for you and well as for your family, and personal planning, including a power of attorney and an advanced directive for health care for yourself, are key to an elder law plan.
Guardianship is the process of obtaining a court approved guardian for a person who is incapable of making decisions regarding their personal and financial well-being. A Special Needs Trust is created for a disabled individual to supplement, but not replace, public benefits. These trusts can be funded with the beneficiary’s own assets or someone else’s assets.
Disagreements may occur among executors, heirs, trustees, and other interested parties regarding estate and trust administration. Disputes include Will contests, probate problems, document interpretation issues, estate administration issues, and intestacy issues. These may be resolved through dispute resolution or litigation.
Real estate laws and regulations can be extremely complex. Many individuals tend to overlook the fact that legal assistance is necessary when dealing with various commercial and residential real estate matters such as purchases, sales, leases, zoning and planning, and tax appeals.
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