Estate planning

Trusted legal guidance for estate planning and probate matters

Planning for the future requires thoughtful legal guidance. Gungoll Jackson assists individuals and families with estate planning and probate matters to protect their assets and ensure their wishes are honored.

Gungoll Jackson provides comprehensive legal support for your estate and legacy. From establishing trusts, preparing wills, and developing business successions plans to navigating probate and estate administration, we offer practical solutions tailored to the needs of you and your family.

Facing important decisions about estate planning or probate can be overwhelming. Below are some common questions our clients often have. When you work with our attorneys, we’ll provide expert guidance tailored to your needs.

How can we keep our estate plan current with tax and family changes?
How can I include real estate investments in my estate plan?
What steps can we take to streamline the probate process?
What steps do I need to take to create a trust that helps avoid probate and reduce estate taxes?

Explore the key service we offer below.

Wills and probate

Drafting wills and probate matters involve important legal steps. The experienced team at Gungoll Jackson is dedicated to guiding you through these processes with compassion and professionalism, ensuring efficient estate administration, asset protection, and honoring your loved ones’ wishes.

Legal services include:

Trusts

Gungoll Jackson provides comprehensive legal services for all aspects of trust creation, administration, and management. Our team works closely with you to design trusts that protect your assets, fulfill estate planning goals, and ensure beneficiaries are properly cared for. From establishing living and special needs trusts to managing trust assets and resolving disputes, we offer the guidance needed to navigate the complexities of trust law.

Legal services include:

Creation of living, revocable, and irrevocable trusts
Creation of charitable and special needs trusts
Funding of trusts and asset transfer
Trust administration and management
Trust litigation and dispute resolution

Advance healthcare directives

Advance healthcare directives are essential tools for ensuring your healthcare wishes are honored if you become unable to make decisions for yourself. At Gungoll Jackson, we guide clients through the process of creating clear, legally binding documents that appoint healthcare agents, outline medical preferences, specify end-of-life care, and provide peace of mind for both you and your loved ones. Our attorneys work with you to ensure your directives reflect your values and comply with state laws, allowing for seamless decision-making during critical times.

Legal services include:

Drafting living wills and healthcare directives
Coordinating with healthcare providers to ensure directives are followed
Ensuring compliance with state and federal regulations
Supporting family members in understanding and honoring wishes
Updating and revising directives as needed

Real estate services for estate planning

Real estate plays a significant role in estate planning, from ensuring real property assets are properly titled to transferring property to future generations. Gungoll Jackson provides strategic guidance on structuring real estate holdings within your estate plan to minimize complications and maximize asset protection. We work with you to ensure a smooth transition of real estate assets.

Legal services include:

Drafting transfer-on-death deeds
Assisting with selling estate-owned property
Succession planning for businesses with real property
Assisting with charitable transfers of property
Deeds, including transfer-on-death deeds
Preparing joint tenancy and ownership agreements
Developing real estate trusts for asset protection

Litigation in estate planning

Disputes in estate planning often arise due to unclear wills, competing claims, or disagreements among beneficiaries. Litigation may be necessary to resolve these disputes. Gungoll Jackson provides strong legal advocacy to protect your interests.

Legal services include:

Breach of fiduciary duty claims against executors or trustees
Claims of undue influence or fraud in property transfers
Creditor claims against estate held property
Disputes over property distribution and ownership rights
Partition actions to divide jointly owned real estate
Will and trust contests

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Related practice areas

Banking & finance

Corporate & business

Family law

Litigation

Personal injury

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