Mt. Juliet and Lebanon TN
Attorney Yancy Belcher has have provided superior representation to individuals who want to initiate a probate, administer a trust, or need an estate planning attorney throughout Mt. Juliet, Lebanon, Hendersonville, Gallatin and Hermitage.
Our Estate planning attorneys assists clients in a full range of estate planning and probate law matters all over Hermitage and Mt. Juliet Tennessee, including:
- Wills
- Trusts and estate planning
- Estates and trust administrations
- Probate
- Gift planning
- Health care power of attorney
- Special needs trusts
- Estate and trust litigation and dispute resolution
Wills
A well-drafted will can mean the difference between allowing the distribution of your assets after your death to follow your written wishes or letting the laws of succession determine the outcome. Estate Planning Attorney Yancy Belcher assists clients in determining their needs, drafting simple and complex wills, trusts, and other supporting documentation, and helping families enforce the terms of a will in probate court.
Trusts and Estate Planning in Hermitage and Mt. Juliet
A good Mt. Juliet/Hermitage estate planning attorney helps clients control their assets during life, take care of family members in the event of a disability, and provide for survivors upon death. Estate Planning Attorney Yancy Belcher provides pro-active advice and counsel to clients on estate planning in Mt. Juliet and Hermitage, including the use and administration of trusts and estate tax planning.
The firm advises clients on the most appropriate documents to meet their needs, including:
- Durable powers of attorney
- Living trusts
- Irrevocable life insurance trusts (ILITs)
- Revocable living trusts
- Qualified personal residence trusts
- Charitable remainders
- Special needs trusts
- Trusts for minor children
- Other types of trusts
Estate and Trust Administration and Probate
In many instances, the initiation of a formal probate proceeding may not be necessary. For example, when family members survive the death of a loved one whose assets do not exceed $100,000, our estate planning attorneys may be able to assist in setting aside the assets of the estate to a surviving spouse and/or minor children in just a few weeks without the delay and expense associated with administrations involving larger estates. Just ask one of our estate planning attorneys if this proceeding is right for you. Another means to realize a quick distribution of a decedent’s assets can be accomplished by the completion of a small estate affidavit if the total value of the assets does not exceed $25,000. Our estate planning attorneys can advise as to whether the estate profile meets all of the qualifications for utilizing this type of affidavit.
Where a formal probate is necessary, our estate planning attorneys possess the requisite skills and resources to assist our clients and other fiduciaries in making decisions and providing the following services:
- Prioritizing and characterizing the types of creditors whose claims should be paid or disputed.
- Attending probate court proceedings
- Consulting with tax advisors, real estate agents, and other specialists
- Managing the ultimate distribution of the assets to those entitled
Our probate and estate planning attorneys help clients navigate the probate and trust administration process by clearly explaining and implementing the steps that must be taken, making sure all documents are filed and that deadlines are met.
Gift Planning
As part of the trust and estate planning process, our attorneys advise clients on how to give significant gifts to charity, children, or other family members in a way that minimizes tax liabilities. Gift planning includes evaluating each client’s goals and advising on charitable remainders, trusts, and other options for Mt. Juliet and the surrounding Hermitage area’s estate planning.
Health Care Powers of Attorney
A durable power of attorney for health care is a document in which you appoint an agent or patient advocate to make medical decisions for you if you are unable to make them yourself. Our estate planning attorney provides advice and counsel for any healthcare power of attorney, living will, and other advance directive that let doctors, family, and others know your wishes regarding medical care—especially which treatments, surgeries, and resuscitation efforts you want, or do not want, at the end of your life.
Special Needs Trusts
Special needs trusts are an important financial planning tool for parents of children with a disability, chronic illness, or other special needs. Our estate planning attorneys have experience advising on all aspects of these trusts, which are created to hold assets for a child’s benefit after the parent’s death. When properly established, assets in a special needs trust are not counted against the child when qualifying for government benefits (Supplemental Security Income (SSI) and Medicaid). The establishment of a special needs trust also provides assurances that when the parents die, their child’s money, medical care, and other financial needs will be properly managed and protected.
Estate and Trust Litigation and Dispute Resolution
When disputes or controversies arise in the process of trust or probate administration, our attorneys actively pursue a resolution that considers important family relationships, timing concerns, tax implications, and other factors necessary to achieve our clients’ goals. We assist clients in managing litigation, including will and trust contests, disputes over fiduciary mismanagement, and other types of conflicts that may arise.
Contact your Estate Planning Attorney in Hermitage and Mount Juliet Tennessee.
Experience. Reputation. Responsiveness. That is what you can expect to receive from our Hermitage and Mt. Juliet area estate planning attorneys when you retain the firm of Yancy Belcher Attorney at Law. We also assist clients in making an estate plan in Mt. Juliet and Hermitage.
Have additional questions? Contact Yancy Belcher an estate planning attorney located in Mt. Juliet and serving clients in Mount Juliet, Lebanon and Hermitage, Tennessee. We offer free consultations to all potential clients. Call (615) 773-2889, or complete our free case evaluation form.
