Casa Grande estate planning and probate lawyers
Denis Fitzgibbons and Ann Schrooten help families in estate planning, probate,
trust administration, and trust and estate litigation. We carefully craft
comprehensive estate plans that accomplish the goals of our clients, minimize
their tax liability, and ensure that their wishes concerning the ultimate
ownership of their assets will be honored.
Every family, every estate situation, and the goals of
every person are unique. No generic, "cookie cutter" approach to estate planning
can truly respect your unique qualities and circumstances, and we approach every
estate planning engagement with a determination to prepare a plan that is a true
reflection of the person or family we are assisting.
You will appreciate our experience, skill and, perhaps
most of all, our ability to help you recognize your options and articulate your
true wishes with respect to how your estate will be handled and your assets
distributed after you are finished with them. You can look to
Denis Fitzgibbons and
Ann Schrooten to recommend the right
mix of estate planning tools for your situation, including:
Revocable living trust
Irrevocable life insurance trust (ILIT)
Special needs trusts
Medical and durable powers of attorney
Advance directives and medical directives
Our trust and estate attorneys have extensive
experience in the area of probate and trust administration, and have handled
estates of all sizes and complexities, ranging from simple estates to large
estates comprised of extensive holdings in real estate, business interests, and
assets located in more than one state.
For estates that are subject to probate, we work
closely with the decedent's personal representative (known in some other
states as executor), helping them navigate the unfamiliar legal and
procedural issues that probate often involves.
For estates that include a trust, and therefore avoid
probate in part or entirely, we are a valuable resource for successor trustees
tasked with managing trust assets.
We advise and assist both types of estate
fiduciaries personal representatives and successor trustees in a wide range of issues, including, as
Fiduciary duties, powers, and standards of care
Notification of heirs, beneficiaries and
Accounting and record-keeping requirements
Personal representative and trustee compensation and attorney's fees
When estate controversies arise – such as disputes
between heirs or beneficiaries, claims of breach of fiduciary duties, challenges
of wills or trusts, etc. – our estate litigation attorneys can provide experienced representation
of trustees, personal representatives, heirs, beneficiaries, disinherited
persons or other individuals or entities that have an interest in the estate.