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Estate Planning & Administration

Buckley Law estate planning attorneys appreciate the deeply personal nature of the decisions involved when making a will or planning a trust.

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Protect Your Wealth and Assets

We understand that there is no such thing as a “standard” estate plan, and we are dedicated to helping you create a plan that meets your personal goals.

Buckley Law can help you navigate the often complex road of estate planning by helping you to adopt a “life plan.” The life plan approach includes a clear but flexible map that anticipates changes in personal health, taxation, business succession, philanthropic goals, and the ultimate disposition of wealth. Our estate planning attorneys deal with all kinds of assets, from stocks and bonds to real estate, pensions, and trusts. The services we provide range from simple wills and advance directives to complex trusts for high net worth individuals.

Estate Planning

Our attorneys will work with you and your accountant, insurance broker, and investment advisor to ensure that your estate plan addresses your needs and the needs of your family. We also draw on the resources and expertise of our business, employment, real estate, and family law attorneys to help deal with issues that may require changes to your estate plan.

In all cases, our goal is to help you feel comfortable with the process while creating a plan that helps you preserve your wealth, minimizes taxes, and provides a secure financial future for you and your loved ones.

Probate and Trust Administration

When a loved one has passed away and left you with the task of negotiating the complexities of the probate process or trust administration, Buckley Law’s experienced estate planning attorneys are here to assist you. We can handle the entire process for you or just provide the guidance you need to fulfill your loved one’s wishes.

Estate Planning Services

  • Advance directives
  • Business succession planning
  • Charitable and lifetime gifting
  • Conservatorships, formation, and administration
  • Estate and gift taxation
  • Estate planning and administration
  • Family trusts
  • Generation-skipping issues
  • Guardianships, formation, and administration
  • Life insurance trusts
  • Living trusts
  • Pet trusts
  • Power of attorney
  • Post-mortem tax planning
  • Probates of estates
  • Special needs trusts
  • Tax planning
  • Trust litigation
  • Trust planning and administration
  • Valuation of assets
  • Wills

Key Contacts

Amy J. Cross-DeHaven

Shareholder

Steffany S. Jastak, CPA

Shareholder

Layla K. McLean

Shareholder

Ryan K. Richardson

Shareholder

Meredith A. McMurray

Associate

Robert Le Chevallier

Senior Counsel

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