Mattson Ricketts’ estate planning practice includes the management of property during your lifetime as well as planning for retirement, disability, or the care of a minor. Consultation with our attorneys and careful planning help you and your heirs avoid uncertainty, unnecessary taxes, and family disputes.
Family Business Succession Planning
Family businesses are a blessing, but require careful planning, especially when preparing to pass the business along to the next generations. Mattson Ricketts can help you consider all of the options for transferring ownership of your family business, not only to minimize taxes, but also facilitate a seamless transition. Our attorneys will familiarize themselves with your business to help you craft a custom plan that will work for you and your continued success.
Guardianship & Conservatorship
Guardianships and conservatorships generally are legal structures that allow for the care for minors or adults who do not have the capacity to care for themselves. A court-appointed guardian makes decisions about non-financial matters, such as education, religion, and health care. A court-appointed conservator handles financial matters.
There are many circumstances that may cause you to consider a guardianship or conservatorship. Our attorneys can discuss the pros and cons with you, and ultimately draft the paperwork necessary to implement your choice.
A trust is another way to handle these issues that may be appropriate in some cases. Trusts are addressed in the Wills, Trusts & Powers of Attorney section.
Probate Trust Administration
Our attorneys can help you deal with the business that needs to be handled after a loved one dies, leaving you more free to handle the emotional aspects. We will help you gather the decedent’s assets, settle accounts, and distribute any remaining property to the heirs. Throughout the probate process, we are committed to exploring all options available that may minimize income and estate taxes.
Mattson Ricketts can also help you administer a trust drafted by our attorneys or one you may already have. We will help you fulfill your duties as trustee, or represent your interests as beneficiary.
Wills, Trusts & Powers of Attorney
Mattson Ricketts attorneys are very experienced with helping individuals of all ages and income levels to plan for the future. We can help you put a basic will in place or tailor a detailed estate plan to your wishes. Our services also include powers of attorney that can help your loved ones handle your affairs in case you become injured or disabled.
Trusts are common estate planning vehicles that can be as simple or as complicated as your situation requires. Our attorneys can discuss with you the purposes that you want a trust to serve, and create a trust that meets your needs and the needs of your beneficiaries.