We are experienced in advising clients about life insurance, methods of providing for a child’s education, charitable planning, the succession of a family business, planning for the distribution of IRAs or pension benefits, and coordinating estate plans among multiple generations. The Perkins Law Firm takes pride in thorough, creative planning that helps develop highly effective and uniquely customized family Wealth Management Programs.
Our lasting relationships with our clients is critical in that we not only help families establish a custom Wealth Management Plan that often involves wealth transfers and trusts, we advise and assist Family Trustees how to properly conduct the transfers, administer family trusts and a Trustee’s fiduciary responsibilities. In addition to advising Trustees about their fiduciary duties, we are here to protect and defend a Beneficiary’s rights from a Trustee’s breach of fiduciary responsibility, Trustee misconduct, and misappropriation or mismanagement of trust assets.
We assist in the tactical decisions to be made in dividing assets into sub-trusts upon a client’s death. Trusts are often of long term benefit to a family, and proper administration of a Trust over time helps prevent problems. When necessary or beneficial to our clients, we are experienced in obtaining court ordered trust modifications or instructions on specific issues in trust administration.
The laws that govern Wealth Management and Trust Administration are fiduciary in nature and highly technical. They often involve oversight and regulation that often involves the oversight of the Superior Court, Attorney General, Internal Revenue Service, State Department of Corporations, Secretary of State, State Franchise Tax Board and the Securities and Exchange Commission. We provide expert advice and assistance with respect to these regulatory agencies.
When planning, one of our goals is to help clients avoid Court intervention, but sometimes a Court proceeding is unavoidable. We are experienced in representing Executors, Trustees and others before the Probate Court in Probate Estates, Conservatorships, Guardianships and Trust actions. We work with litigators in the Firm to handle disputed probate proceedings, including Beneficiary disputes, Will Contests, Trustee accountings and surcharge proceedings when necessary.
As a service to our existing and prospective clients we provide a series of ongoing seminars. These seminars are provided to groups of individuals or for in-house presentation for business and corporation. Contact Perkins Law Firm seminar program for participation and additional information.