Estate Planning, Trust Administration & Probate

Chauvel & Glatt’s Estate Planning Practice has been assisting individuals, families, estates and businesses for the past 30 years with strategic solutions to achieve their legacy and asset protection goals. The Firm provides the full breadth of estate planning, administration and resolution services.

Estate Planning

Chauvel & Glatt counsels individuals, families and business owners to ensure assets go to their intended beneficiaries while minimizing uncertainty, conflict and tax liability. Estate plans often include wills, trusts, powers of attorneys, and advance health care directives. Specific situations may require the creation of a wide variety of trust instruments to achieve specific legacy goals and mitigate future potential conflict. Every client presents a unique situation that requires an individualized and customized approach. Our attorneys are experienced in handling sensitive family dynamics to provide the best opportunity for harmony and wealth preservation.

Trust Administration

Chauvel & Glatt guides trustees through the process of ensuring they satisfy all statutory requirements to efficiently and properly administer a trust. Trustees can be held personally liable for errors, oversights and malfeasance. Trusts often provide accommodation for a trustee to hire an attorney for this purpose. It’s often a wise decision to seek experienced counsel to assist with the trust administration process.

Probate

Chauvel & Glatt guides clients through the tricky court process in the most time and cost-efficient manner possible. Having an experienced attorney at your side through this emotional and confusing period can accelerate the often onerous probate process.

Dispute Resolution

Chauvel & Glatt counsels and assists families, trusts, and businesses facing potential or actual disputes. Our attorneys help navigate challenging and uncomfortable situations to successful resolution.

Asset Transfers

Chauvel & Glatt advises individuals, families, trustees and businesses with execution of financial and property transfers to create the most advantageous holding position.