Estate Planning, Probate, and Trusts

The attorneys of Wollinka, Wollinka, & Doddridge provide representation in the areas of estate planning, trusts, probate, and trust administration.  Each client has different needs and considerations, and as such, the firm formulates a strategic plan for each client on a case-by-case basis.

The attorneys of Wollinka, Wollinka, & Doddridge assist the firm’s clients in protecting, administering, and transferring their assets, while implementing estate planning strategies to minimize estate and gift taxes imposed.   Our attorneys also provide guidance and prepare the proper documents so that clients can designate individuals to handle their financial and medical affairs should the clients become unable to do so.  In addition to the preparation of trusts, the firm also guides clients in trust administration.  Should disputes arise involving a trust, the attorneys of Wollinka & Wollinka will work to resolve the disputes, and even engage in litigation if necessary.

Having administered countless estates over the years, the attorneys at Wollinka, Wollinka, & Doddridge understand the emotions associated with the passing of a loved one, and will administer the probate of the deceased individual’s estate.  During the probate process, the personal representative of the estate analyzes the deceased individual’s assets and debts, and once all debts are paid, distributes the remaining assets to the beneficiaries.  The attorneys of Wollinka, Wollinka, & Doddridge strive to make this process as seamless as possible; however, if issues arise during the course of the probate, the attorneys will work to effectuate a resolution.

The firm of Wollinka, Wollinka, & Doddridge provides the following services in trusts and estates:

  • Estate Planning, Wills, and Trusts (Revocable and Irrevocable)
  • Probate, Trust Administration, and Associated Tax issues
  • Advance Medical Directives: Durable Powers of Attorney, Health Care Surrogates, and Living Wills
  • Beneficiary representation in Trust Administration
  • Consultation on 1041 and 706 estate tax returns

THE ESTATE PLANNING PROFILE FORM

estate_planning_profile_facimileThe Estate Planning Profile Form is a quick and easy tool you may use privately to help you assess future needs. The form is an outline of your personal and financial information and may be completed prior to an appointment at Wollinka, Wollinka, & Doddridge. During consultation the completed form will facilitate our service to you.

The Estate planning Profile Form is meant to provide a quick and useful overview of your financial situation and is not meant to convey any form of counsel or advice by Wollinka, Wollinka, & Doddridge, PL.

You may download a copy of the form by clicking on the picture.

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