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Review: “Chad knows the probate process intimately. His guidance was very business-like, very bottom-line, very actionable. His rates were reasonable. He got us through probate with a minimum of fuss, distraction and, frankly, no...
Practice areas & skills: Trusts, Estate Planning, Probate, Guardianship
When you work with our team, you can rest assured in knowing that your case is in great hands.
Practice areas & skills: Trusts, Wills & Living Wills, Real Estate, Contracts & Agreements, Employment & Labor
I have spent my career earning client's trust with a deep knowledge of estates, trusts, special needs and tax matters. Many attorney's switch to elder law mid career which is understandable as it is a great specialization in law. Yet to truly unde...
Practice areas & skills: Trusts, Tax, Wills & Living Wills, Estate Planning, Probate
Review: “I wanted to refinance my house given the low interest rates. Well, it was actually in the name of a trust so the lender wouldn't do it. I found James through a referral and he got to work on it. From what he told me i...
Practice areas & skills: Trusts, Business, Estate Planning, Real Estate, Landlord & Tenant
I help people embrace, protect, and strategically share their family legacy with the people and causes that are most important to them. Find me on LinkedIn for a more complete bio and list of recent articles and presentations.
Practice areas & skills: Trusts, Estate Planning, Limited Liability Company (LLC), Wills & Living Wills
Review: “It is a privledge to work with Ms. Shaffer. She is patient, kind, knowledgable and is always available to me via her team or directly as needed. She is well informed and offers compassion with wisdom during very diffi...
Practice areas & skills: Trusts, Elder Law, Probate, Estate Planning, Wills & Living Wills
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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.