Although we hope for the best, life can present us with challenging circumstances. Proper preparation can save you and your loved ones valuable time and energy in an already difficult situation. If you are in need of Incapacity Planning or Guardianship services, please contact us to make an appointment to speak with attorney Amy Mursu. If your situation involves potentially petitioning for a Guardianship or Conservatorship, you may also complete our Intake Form.
Amy and her team of skilled staff members provide exceptional service as they guide clients through the entire estate planning process, including asset allocation and trust funding. These critical steps ensure the efficacy of each client's estate planning strategy. Unlike many other firms and agencies, Amy's team works with clients to complete the beneficiary designations and transfers that are necessary to protect their valuable assets and avoid probate, as well as provide assistance with a variety of other services offered by Lakeview Trust & Estate Law, PLLC.
Wills
Trusts
Attorney Amy Mursu provides the necessary guidance and expertise to support you through the legal and tax process after a loved one passes away. Whether you are in need of trust administration services or need assistance with the probate process, Amy is here to advocate for you and help you take the appropriate legal steps to nominate a personal representative, open a probate, manage assets including real estate, and settle the estate. As each situation presents a unique set of challenges, it is Amy's recommendation that you review the information included in the Estate Administration Checklist below to begin the administration process. If a probate is necessary, our Guide for Personal Representatives provides additional information as well. Please contact us if you have any questions or to make an appointment once you have reviewed and collected the requestedinformation.
Power of Attorney
Note: Do not pay for any expenses personally if possible. Unless you are an authorized person on the decedent’s checking account, you may not use it to pay for expenses. Also, the decedent’s financial power of attorney terminates upon the decedent’s death.
Probate
Lakeview Trust and Estate Law, you will not find answers to questions about divorce, bankruptcy, criminal law, or personal injury law. The estate and gift tax section of the IRS code is several inches thick! To make sure her clients get the best, most personal estate planning and probate services possible, attorney Amy Mursu concentrates only on those areas of law. With more than 10 years of exclusive experience in trust and estate law, Amy has a solid track record in handling large, complex, unique and challenging trust and estate projects.
Dealing with the IRS can be challenging, especially in the event of a more complex situation where estate and/or gift taxes may be due. If you are in need of estate or gift tax preparation services, it is important to seek legal counsel to ensure you are taking the appropriate steps and minimizing your taxes to the extent possible.