Trusts & Estates (Wills)

Jones Steves offers a wide range of estate planning and administration services strategically designed to protect our clients’ assets by providing maximum flexibility within the law. Our approach succeeds because the firm is abreast of changing tax treatment of trusts, wills and long-term care considerations, including Medicare/Medicaid planning. Our efforts range from the drafting of estate plans tailored to meet complex personal and professional objectives to the preparation of simpler wills sufficient to protect smaller estates. Regardless of the size of the assets in question, our advice is designed to minimize exposure to state and federal taxes.

Our approach is to listen carefully, help our clients articulate their goals as they contemplate their lifetime and retirement planning, and devise strategies that reflect those choices. We often suggest and create tools to accomplish client goals, such as lifetime and testamentary trusts, lifetime gifts, and charitable planning.

As part of our estate planning process, Jones Steves counsels clients on lifetime decisions pertaining to medical care and treatment. We fully explain the legal implications of documents such as health care proxies, living wills, and powers of attorney and how they can best be incorporated into comprehensive estate planning.

Guiding clients through the process and responsibilities of administering estates is also a critical component of our legal representation. Jones Steves works closely with estate administrators, executors, trustees, and other fiduciaries in all phases of Surrogate’s Court proceedings. Our firm manages every aspect of estate administration and we are able to adeptly handle any adversarial challenge to the probate process given the strength of our litigation practice.