Lisa K. Day LLC

Estate Planning

  • Wills & Trusts:  Planning ahead to simplify the transfer of assets upon your death and to ensure that your wishes are followed
  • Power of Attorney:  Authorizing another person to act on your behalf in the event of your mental or physical incapacity
  • Health Care Directive (“Advance Directive”):  Authorizing another person to make health care decisions on your behalf, including life-sustaining measures, in accordance with your written directions
  • Special Needs Trusts (“Supplemental Needs Trusts”):  Setting up, funding and utilizing trusts for minors, disabled individuals and other persons with special needs or persons receiving means-based benefits such as SSI or Medicaid

 Probate

  • A probate is not always necessary for an estate.  A probate is a legal proceeding filed with the court in order to administer an estate and accomplish the transfer of estate assets upon death: Small Estate Probate:  The total value of all real estate cannot exceed $200,000, the total value of all personal property cannot exceed $75,000, and the total value of the estate cannot exceed $275,000 Full Probate:  Estates that do not qualify for small estate probate or for which a full probate is advisable.

 Trust Administration

  • Advise and assist with administering trusts or trust estates, including revocable living trusts and supplemental needs trusts

 Guardianships and Conservatorships

  • Appointment of guardians and/or conservators for minors, disabled or incapacitated individuals

Business

  • Incorporating a Small Business:  Advise and assist in the formation of business entities, including assumed business names, corporations, partnerships and limited liability companies
  • Business Contracts:  Review and prepare business contracts, including business purchase agreements, promissory notes and security agreements
Thank you Partners!
     
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