ESTATE PLANNING, including
- Gift and Tax Planning
- Drafting of Wills, Revocable Trusts, Irrevocable Trusts, and associated planning
- Homestead and Residency Planning
- Estate Tax Analysis
TRUST, ESTATE AND GUARDIANSHIP ADMINISTRATION, including
- Post Mortem Planning
- Fiduciary Duties and Responsibilities
- Accounting requirements
TRUST, ESTATE AND GUARDIANSHIP LITIGATION, including
- Will and Trust Contests
- Actions involving the interpretation and construction of Wills and Trusts
- Actions involving the validity of Wills, Trusts and Inter Vivos Gifts in the face of allegations of undue influence and lack of capacity
- Elective Share and Homestead disputes
- Creditor Claim litigation
- Disputes arising in fiduciary services
Attorneys of Downey & Downey, P.A. also serve as mediators in contested Estate, Trust and Guardianship disputes