Estate Planning

Smith, Smith, Montgomery & Chamberlain, LLC assists clients in the areas of estate planning and administration, trust planning and administration, and Medicaid planning. Our probate and estate practice includes:

  • Wills
  • Trusts
  • Advice on ownership of assets
  • Easing the transfer of assets at death
  • How to avoid probate administration

Other areas of our estate, trust, and probate practice include:

  • Probate administration
  • Trust administration
  • Representation of executors, administrators, and trustees
  • Guardianship establishment and administration
  • Elder care, nursing home, and Medicaid planning
  • Drafting and preparation of trusts, both revocable and irrevocable
  • Client consultation and advice for blending trusts, wills, transfer on death designations, business entities, and other alternatives to achieve the most efficient, cost-effective outcome based on client goals
  • Family business succession planning
  • Estate tax return preparation (where applicable)