Probates, Trusts, and Estate Planning

With extensive experience in Probate and Estate Planning, Donald A. Willard and Thomas A. Herr can offer expert advice clients in many areas including:

Preparation of all types of Wills and Trusts:

  • Marital Deduction/Credit Shelters
  • Minors Trusts
  • GST Trusts
  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Joint Survivor Irrevocable Trusts
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts

Health Law and Advising the Elderly:

  • Advance Directives
  • Durable Power of Attorney
  • MEDICAID planning 1

Real Estate Transactions:

  • Sale/Purchase of Commercial, Residential and Farm Properties

Charitable Planning:

  • Annuities
  • Charitable Remainder Unitrusts

Retirement Planning