Full Spectrum Estate Planning Services
At McAllister, DeTar, Showalter & Walker, we understand that planning for the future is a crucial part of securing your legacy and providing peace of mind for your family and loved ones. Our experienced trusts and estates attorneys do just that, with a focus on providing personalized estate planning solutions tailored to meet your unique needs. At every stage of the estate planning process, we prioritize collaboration and precision to ensure that your wishes are achieved.
From simple wills to complex trust structures, we offer a full spectrum of estate planning services to address all aspects of your estate. Our comprehensive estate planning services include the preparation of:
- Last Will and Testament
- Revocable Living Trust
- General Durable Financial Power of Attorney
- Springing Financial Power of Attorney
- Limited Financial Power of Attorney
- Healthcare/Medical Power of Attorney
- Advance Medical Directive
- Living Will
- Irrevocable Trusts, including Marital Trusts, QTIP Trusts, Bypass Trusts, Family Trusts, Spousal Lifetime Access Trusts (SLATs), Charitable Lead/Remainder Trusts (CRATs/CLATs), Life Insurance Trusts, Gifting Trusts, QPRTs, Dynasty Trusts, and GST Trusts
- Special Needs Trust
- Irrevocable Trust for Medicaid Planning
- Life Estate Deeds
- Deeds of Gift
- Gift Tax Returns
- Trust Decanting
In providing comprehensive estate planning and wealth transfer planning services, we assist in customizing a plan to fit our clients’ needs by considering and analyzing:
- Estate Tax Planning, including planning for State Estate Tax, Federal Estate Tax, Inheritance Tax, Gift Tax and Generation-Skipping Transfer Tax (GST)
- Probate Avoidance, which can be accomplished through the use of a Revocable Living Trust, Life Estate Deed and Strategic Beneficiary Designations
- Asset Protection Strategies
- Business Succession Planning
- Special Needs Planning
- Charitable Planning
- Long-Term Care Planning, including preparing irrevocable trusts for Medicaid planning
- Retirement Planning
- Fiduciary (Personal Representative, Trustee, and Guardian) Selection and Planning
- Guardianship of Minors and/or Incapacitated Individuals
- Blended Family Considerations
- Domestic Partnerships
- Trust Funding Guidance
We take the time to get to know our estate planning clients and their families to better understand their goals. We also know that talking about estate planning can be difficult, so we emphasize trust, respect, patience, and compassion when discussing these sensitive issues.
Schedule a Consultation
The sooner you begin your estate planning, the better prepared you will be for the future. Our Estates & Trusts Practice Group is here to guide you through every step of the process. Contact our office today at (410) 934-3900 to schedule an appointment and start protecting your legacy with confidence.
In addition to estate planning services, McAllister, DeTar, Showalter & Walker also provides Estate & Trust Administration, Estate & Fiduciary Litigation, and Elder Law services.