Practice Area: Estates & Trusts

Estates & Trusts

Bowie & Jensen, LLC’s Estates and Trusts lawyers provides counsel to individuals, families, and fiduciaries with a full range of services. Our lawyers have many years of experience and take a holistic and customized approach to each matter to ensure that our clients and their families’ unique needs are met. Whether your estate plan is simple or complex, our lawyers are well versed to provide you with a comprehensive plan tailored to your individual goals and objectives. We offer experienced counsel on estate administration, trust administration, special needs planning, elder law and guardianship matters. Our lawyers work collaboratively as a team with our corporate, merger & acquisition and tax law group to help devise sound business succession plans.

Areas of Service

Estate Planning and Administration

  • Drafting Wills, Irrevocable and Revocable Trusts, Advance Directives, Power of Attorneys
  • Planning for retirement assets
  • Estate, gift and generation-skipping transfer tax planning
  • Charitable and gift planning
  • Post-mortem planning
  • Pre-and post-marital planning
  • Wealth transfer planning
  • Estate administration including probate of Wills and assistance to fiduciaries in administering estates
  • Post-death trust administration
  • Trust administration including guidance to fiduciaries on such matters as fiduciary duties and responsibilities, trust administration, trust modifications, trust mergers, trust terminations, decanting and changes to fiduciaries.

Special Needs Planning

  • Assist families and individuals with planning for disabled family members (including planning for eligibility of means-tested governmental benefits)
  • Preparation of first-party special needs trusts (also known as d(4)(A) trusts)
  • Preparation of third-party special needs trusts
  • Transitioning youth planning

Elder Law

  • Long-term care planning
  • Medicaid planning

Guardianship (Disabled and Minors)

  • Guardianship of the Person
  • Guardianship of the Property
  • Temporary Guardianship

Business Succession Planning

  • Our Estates and Trusts lawyers work as a team with our corporate, mergers & acquisition and tax law group to assist with business succession planning