Red Roses, Julia Davis Park Estate Planning
Probate
Guardianship/Conservatorship
Trust & Wills

Declaration for
Mental Health Treatment

Basics of Estate Planning
Living Will and
Durable Power of Attorney
for Health Care

Registration of Living Will and
Durable Power of Attorney for Health Care

General Power of Attorney

Estate Tax Considerations

Wills

Trust

Probate

Intestacy

Estate Planning Definitions

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Estate Planning Trust & Wills

A Trust is an entity created by a person which results from the transfer of property to another person or institution with instructions regarding the management and distribution of the property. The trustee is conveyed legal title to the property placed in trust and has power to deal with the property as though the trustee were the owner.

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A Will is a written instrument providing for distribution of a person's property upon their death. Any natural person 18 or more years of age, who is of sound mind, may make a Will. To make a valid Will, the statute requires compliance with various formalities.

A will must be

  • In writing
  • Signed by the person making the Will,
  • And signed by at least two other people who witnessed either the signing of the Will or received an acknowledgement by the person executing the Will that it is his or her signature on the document.

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Sandra L. Clapp has experience in drafting wills and trusts including

  • Simple provisions
  • Credit shelter trusts
  • Marital trusts, charitable bequests
  • Charitable remainder trusts
  • Inter vivos trusts
  • Educational trusts
  • GRITs
  • Irrevocable life insurance trusts
  • Dynasty trusts
  • Court-approved testamentary trusts

Ms. Clapp has been responsible for developing estate plans, preparing and reviewing powers of attorney and planning documents, reviewing applicable tax provisions and making recommendations, and meeting with clients to execute and discuss the planning documents.


  Updated 01/07/13

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Basics of Estate Planning - common documents, techniques or considerations reviewed in the estate planning process by Sandra L. Clapp & Associates, P.A.

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Note: This document is provided for informational purposes only. While every effort has been made to ensure its accuracy, it should not be relied upon as legal advice in individual situations. Please consult your legal advisor for personalized information.


 
 
 
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