Trusts and Estates

The Legal Team has entered into a strategic partnership with Chevallier Law to create a concierge-level business platform to better serve our clients.

We understand the diverse needs of small and mid-size business owners extend beyond Commercial Litigation, Corporate, and International Law.  In addition to providing guidance in these areas, we recognize the importance of Trusts and Estates to ensure our clients’ assets are protected and their wishes are carried out efficiently.

Collaborating closely with Chevallier Law, we offer comprehensive Trusts and Estates services to address our clients’ concerns about compliance with applicable laws and regulations.  By proactively addressing Trusts and Estates needs, we aim to mitigate the risk of costly disputes, audits, or investigations that could disrupt business operations, particularly in the event of a death or incapacity of an equity owner.

In certain cases requiring specialized expertise beyond our core areas, we engage in co-counseling arrangements with Chevallier Law, leveraging their proficiency in Trusts and Estates matters.  Our extensive network of trusted attorneys, including Gina R. Chevallier, Esq, Founder and Principal Attorney of Chevallier Law, enables us to provide seamless access to high-quality legal services tailored to each client’s unique needs.

Introduction to Estate Planning

There are four key points that a client should be aware of when considering estate planning:

Preserving Your Legacy: Estate planning is about more than just distributing assets; it is about preserving your legacy.  Through careful planning, you can ensure that your values, beliefs, business, and the causes you care about continue to thrive long after you are gone.

Protecting Your Loved Ones: One of the primary goals of estate planning is to protect your loved ones.  This includes providing for your family’s financial well-being, designating guardians for minor children, providing for the successful continuation or transfer of your business interests, and minimizing the burden of estate taxes and probate proceedings on your heirs.

Maintaining Control: Estate planning allows you to maintain control over important decisions, even when you are no longer able to make them yourself.  You can specify your healthcare preferences through advanced directives and choose who will manage your financial affairs if you become incapacitated.

Peace of Mind: Perhaps the most significant benefit of estate planning is the peace of mind it offers.  Knowing that your wishes will be followed, your loved ones will be cared for, and your assets will be distributed according to your desires can provide a profound sense of security and peace.

Remember that estate planning is a highly personalized process, and the vision for your estate plan should align with your unique goals and values.  Consulting with the professionals at Chevallier Law can help you tailor a plan that reflects your vision and secures your legacy.

If you would like an introduction to Gina R. Chevallier or to an attorney who specializes in a different area of the law, don’t hesitate to contact us.

* The Legal Team and Chevallier Law are independent firms.  The “Of Counsel” designation is used to describe the relationship between The Legal Team and Chevallier Law, and their respective lawyers and consultants in jointly representing specific clients on specified matters.

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The Legal Team is a multi-practice business law firm that specializes in complex commercial litigation, corporate and business transactions, international law with a focus on Cuba, labor and employment, entertainment, real estate, and title services, ADA compliance for businesses, intellectual property including trademark and copyright and trusts and estates. The Legal Team serves domestic and international clients, from startups to larger companies, with the goal of becoming your go-to team when a legal issue arises so that you can continue to focus on growing your business. Calls may be recorded for quality and training purposes.

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