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Estate planning and probate lawyers analyze a person’s assets, then
make recommendations for the conservation and disposition of clients'
property after death, in accordance with the clients' expressed
desires. They also attempt to explain and minimize the effect of taxes
on the client’s estate. Additionally, the board certified estate
planning or probate lawyer drafts legal instruments ( e.g. wills,
trusts, etc.) that protect and dispose of a client’s assets. This
expert must be knowledgeable about community and separate property
intestate succession, gifts, life insurance, the tax requirements
relevant to estates, trusts and their beneficiaries. Board certified
attorneys in this area will also be able to help plan for advancing age
and potential disability including property management, medical care,
and advance directives. Probate attorneys are experienced in the
requirements and procedures of probate courts.
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