Heidi focuses on all aspects of estate planning, estate and gift taxation, and... more
Heidi focuses on all aspects of estate planning, estate and gift taxation, and estate and trust administration with an emphasis on personal planning for high net worth families and individuals. Heidi's practice also focuses on charitable planned giving for families and individuals and advising tax-exempt organizations with respect to incorporation, board structuring and education, federal and s... view profile
Our practice is an interdisciplinary, counseling-oriented practice offering a full... more
Our practice is an interdisciplinary, counseling-oriented practice offering a full range of estate, business, asset protection and charitable planning services that accomplish client goals. Solutions we provide include trusts, wills, LLCs and partnerships, estate & gift tax planning, estate & gift tax audits, asset protection, business planning and succession plans, and charitable plans. ... view profile
RoseMary assists individuals and families with all facets of the estate and tax... more
RoseMary assists individuals and families with all facets of the estate and tax planning process, from basic planning to complex trusts, intrafamily gifts and wealth transfers, charitable planned giving and business succession planning. RoseMary also assists families with probate and trust administration. In addition to her trust and estate work, RoseMary advises not-for-profit organization... view profile
My practice is limited to estate administration and related estate litigation. I... more
My practice is limited to estate administration and related estate litigation. I accept appointments as a professional fiduciary for difficult estates or when the previous fiduciaries have been disqualified during the course of litigation within the estate. I also serve as an expert witness infiduciary litigation.
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.