Trusts & Estates and Probate Administration

Protecting assets and ensuring that individuals have appropriate resources and support for the later stages of life is the hallmark of our long-standing estate, trust and probate practice. We work with individuals, couples and families to identify important goals, develop protective plans, preserve wealth for future generations, protect plans and administer estates and trusts.

  • Asset protection planning
  • Elder law
  • Estate tax planning
  • Estate, trust and probate administration
  • Guardianships and conservatorships of adults
  • Medicaid planning
  • Special needs planning and trusts

Estate Planning

Mountain Dearborn estate planning attorneys provide sound guidance across all aspects of estate and gift tax planning. Clients rely on our experience to create wills and trusts of all types, durable powers of attorney and health care proxies as well as complex estate planning arrangements, including business succession plans and private foundations. Given our depth of knowledge concerning tax laws, we are often called upon for advice related to developing plans for charitable giving. Additionally, our attorneys handle important elder law matters as they relate to estate planning, including Medicaid planning, nursing home care and other complex wealth transfer matters.

Estate Administration

Mountain Dearborn attorneys handle the post-mortem administration of estates for individuals, couples and their families. We provide careful and sensitive guidance throughout the entire estate settlement process, beginning with the probate of the will, collection of assets, preparation of tax returns, advice on post-mortem planning, distribution of assets, funding of trusts and trust administration. Mountain Dearborn attorneys are called upon to act as Trustees for clients, and also file fiduciary tax returns on behalf of client trusts and estate plans.

Trust & Probate Administration

Our lawyers handle the full spectrum of will contests, trust contests, breach of fiduciary duty actions and other trust and estate disputes. When facing contested matters in the probate courts, Mountain Dearborn attorneys have a proven history for successfully achieving appropriate resolutions to disputes. In addition to contested trusts and wills, our attorneys are go-to resources for handling virtually any court appointed probate litigation matter.

Probate Litigation

Our lawyers handle the full spectrum of will contests, trust contests, breach of fiduciary duty actions and other trust and estate disputes that arise. When facing contested matters in the probate courts, Mountain Dearborn attorneys have extensive experience representing clients both seeking relief from the court and defending actions in the court. We are able to offer appropriate arrangements that resolve the dispute at hand or present the issue to a court for determination.