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Home » Estate Planning » What Does an Estate Planning Attorney Do?

What Does an Estate Planning Attorney Do?

July 13, 2011 by John Potter

Sometimes, our clients aren’t sure that they should be in an estate planning attorney’s office.  They are unsure what an estate planning attorney really does and think estate planning is just for people named Gates, Kennedy, and Rockefeller.   In truth, absolutely everyone needs a strong, comprehensive, individualized, up-to-date estate plan.

Bottom line:  An estate planning attorney helps people protect themselves, their family, and their assets.  They help people just like you carry out their hopes, dreams, and goals.  They help alleviate fears and worries and help people sleep better at night.

Here is a list of common issues that estate planning attorneys help people with:

  • Staying in control of your affairs
  • Passing assets to whom they want, when they want, and how they want
  • Avoiding court interference
  • Avoiding guardianships
  • Handling probate
  • Avoiding probate
  • Protecting minor children
  • Minimizing federal estate, generation skipping, and gift taxes and state inheritance and estate taxes
  • Qualifying for Medicaid to pay for nursing home costs (i.e. nursing home planning)
  • Planning and protecting inheritances for children and other beneficiaries
  • Special needs planning
  • Small business planning
  • Pet planning
  • Legacy planning
  • Trust administration
  • Estate settlement
  • Qualifying for veterans aid and attendance benefits
  • Identifying and setting estate planning goals
  • Planning for blended families
  • Planning for farmers and ranchers
  • Remarriage protection
  • Divorce protection
  • Inheritance planning for beneficiaries
  • Designing, drafting, executing, and implementing estate planning documents
  • Providing health care powers of attorneys, revocable living trusts, living wills, wills, trusts, organ donation authorizations, and financial powers of attorneys

If you are unsure if an estate planning attorney can help you with your issue, be sure to ask.

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Filed Under: Estate Planning Tagged With: Elder law attorney, Elder Law Lawyer, Estate Planning Attorney, Estate Planning Lawyer, Probate Attorney, Probate Lawyer

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Overall The Potter Firm was very professional. They took what could of been a very complicated process and were able to break it down so it was a lot easier to understand. We are confident we now have made the right decisions in our estate planning. Good firm to work with.

DKS & KMS Client Review August 28, 2020

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John Potter has been a real pleasure to work with. He is very knowledgeable and explains things in a very simplistic manner so the average person can understand how/why the laws are written. He is very attentive and asks questions in such a way that not only helps him understand your goals, but also helps you think about what type of goals and expectations you should be considering. Exemplary client service.

David J. Client Review August 28, 2020

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My husband and I selected Ms. Potter to assist with our small business. She responsive and attentive every time I have a question or need assistance, and is extremely knowledgeable and able to answer any legal question I have had. I know I can count on Ms. Potter for all of my business legal needs and I would highly recommend her to anyone needing legal assistance with such.

Jillian Client Review August 28, 2020

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