Victoria County Estate Planning Attorney
To accomplish my clients' estate planning goals, I utilize a variety of estate planning instruments and legal strategies. I take time to speak with my clients, understand their goals, and tailor an estate plan designed to meet their needs.
Wills and trusts are invaluable estate planning documents that can provide tremendous benefits. A validly executed will is essential to help individuals distribute their assets to their intended beneficiaries. Without a validly executed will, an individual's property will be distributed in accordance with the rules of intestate succession and may not be distributed to intended beneficiaries in the manner of his or her choosing.
Trusts may be utilized to distribute assets to loves ones, protect assets, help qualify individuals and their family members for government benefits, and minimize exposure to estate taxes. I draft irrevocable and revocable trusts on behalf of my clients to help achieve their estate goals. I draft a wide range of trust instruments, including special needs trusts, miller trusts, living trusts, irrevocable life insurance trusts, and contingent trusts.
Wills and Trusts for Small and Large Estates
I am pleased to assist clients with small estates and large estates. Many people have the mistaken notion that estate planning is only for the rich and well-to-do. Nothing could be further from the truth. If you own a home or personal property that you wish to transfer to a member of your family, an estate plan is critical to helping you achieve your goals.
For a small estate, a last will and testament is important. A trust, Lady Bird Deed, or other estate planning instrument may also be necessary to effectively transfer a family home to a loved one in an efficient and effective manner.
For people with a large estate, complex trust documents, elder law planning, creation of a family limited partnership, and other legal strategies can be utilized to ensure that more of their wealth goes to their family.
Contact The Law Office of Pamela D. Orsak
To speak with a Victoria, Texas wills and trusts attorney, contact The Law Office of Pamela D. Orsak. I am pleased to meet with you to discuss the creation of a will, trust, or other necessary estate planning instrument. For assistance, call (361) 578-0001 or contact me by e-mail.
