Estate Planning & Wills

Blanscet Sutherland Hooper & Hale L.L.P. provides comprehensive estate planning and probate services to our clients.  Our Firm offers advice, counsel and document preparation as to:

  • Simple and complex wills and trust (both testamentary and inter vivos)
  • Advance directives (e.g., powers of attorney, medical powers of attorney, living wills, HIPAA authorizations, adult and minor children guardianship directives, funeral directives, anatomical donations) and other planning-related documents and instruments
  • Planning to minimize federal estate and gift tax liability (e.g., bypass trusts, QTIP trusts, QDOT trusts, charitable lead and remainder trusts, grantor retained annuity trusts, life insurance trusts)
  • Preparation of federal gift and estate tax returns
  • Operation and management of trusts by trustees and for beneficiaries
  • Non-testamentary transfer planning, insurance and deferred compensation beneficiary designations, life and remainder estates and the use of inter vivos trusts as a non-testamentary planning tool
  • Deferred compensation income distribution planning
  • Asset protection planning
  • Family limited partnership and other organizational structures as estate planning
  • Business management and succession planning
  • Business insurance planning for transfer and succession purposes