Estate Planning

Whether it is determining a plan of distribution for your assets, choosing a guardian for your minor child, or transferring a family business to the next generation, our estate planning attorneys can help you. JDO offers complete estate planning services for small, medium, and large estates – from the planning phase to the implementation of gifting programs and eventual administration of estates and trusts.

We have considerable experience in planning for and administering complex estates and trusts, including gifting and valuations of difficult to value property. Our estate planning experience, along with our commercial transaction experience, makes us especially well suited to assist clients with their business succession needs.

JDO’s estate planning department provides individually tailored plans for its clients. We strive to help each client better understand the issues involved in their particular situation and to guide them in forming a plan that meets their unique concerns.

See our list below of some of the types of estate planning services we provide:

• Wills
• Revocable Trusts
• Community Property Trusts (Joint Revocable Trusts)
• Special Needs Trusts
• Irrevocable Life Insurance Trusts
• Qualified Personal Residence Trusts
• Education Trusts
• Alaska Trusts
• Pet Trusts
• Powers of Attorney
• Advance Health Care Directives
• Formation of Limited Liability Companies (LLCs)
• Split Interest Trusts for Charitable Planning

For further information:

Caroline P. Wanamaker
Of Counsel
Extension: 123
Email: cwanamaker@jdolaw.com

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