Estate Planning

It is never too early to plan for tomorrow.

At Lubera & Parnell, P.L.C., we believe that estate planning is more than merely drafting a document. An estate plan ensures that your wishes are honored both during your lifetime and after your passing. We will establish and maintain close personal contact as we help you develop a unique estate plan that will provide for your family and business needs. We strive to make this a positive experience for you and your loved ones by explaining the options and keeping you up-to-date regarding the latest estate planning laws. We utilize tools such as living trusts, pour over wills, financial powers of attorney, medical powers of attorney, HIPAA forms, irrevocable life insurance trusts and charitable trusts to achieve these goals.

Our attorneys are specialists with extensive experience in both common and unique planning situations that may involve minor children, beneficiaries with special needs, trusts for a family cottage or provisions for the well being of your family pets. Completed properly, your estate plan will also ensure that your end of life decisions are honored.

Our attorneys also regularly represent donors and donees with respect to charitable giving. Should you wish to include charitable contributions in your plan, we will analyze all aspects of various alternatives, including the associated tax implications, to determine the best charitable giving plan for you. We prepare all documents to effectuate the gift, whether it is an outright charitable bequest or a more complicated gift such as a charitable remainder annuity trust, charitable lead trust, or a private foundation.

Our attorneys are also experienced in structuring integrated asset protection and preservation. This planning can range from the mere identification of potential exposure and risk assessment to the implementation of a plan designed to diversify concentrated asset risk.