WILLS, TRUSTS, ESTATES AND GUARDIANSHIPS

Elwood M. Obrig offers a wide variety of assistance and many years of experience with estate planning needs. 

These areas include:

  • Wills

  • Trusts (individual or family)

  • Guardianships (Senior, minor and special needs)

  • Powers of Attorney

  • Living Will

  • Health Care Directives, etc.

  • Probate (Summary Administration and Formal Administration)

  • Litigation of estate related disputes

Each individual's situation is unique and requires that your estate plan and documents be “tailor-made” to meet your particular needs and desires.

Careful attention to detail is critical to the development of your estate planning to ensure that your family and business will continue to thrive in the event of your death or inability to personally handle such matters.

Our goal is to assist and prepare our clients for situations that may arise when they or a loved one becomes ill or passes on and to help put their mind at ease should this occur.

Creation of a Trust can avoid the necessity of the probate of your estate, as can ownership of real and personal property held in joint names with the right of survivorship.

Probate is the legal proceeding to settle all claims, administer the estate property of all types and to distribute all assets in accordance with your will or, in the event there is no will, in accordance with the Florida laws of descent and distribution.

(Testate Estate – to die with a will;  Intestate Estate – to die without a will.)

Ancillary estate proceedings will also be involved if real property exists outside of Florida.

Additional attention should be given to the creation of a “living will” to express you wishes concerning life-prolonging procedures, to appointing a health care surrogate to  make health related decisions if you are incapacitated and unable to do so, and creation of powers of attorney so that your business and personal affairs can be conducted by someone that you have personally chosen.

There are many types of guardianships, including those designed to protect minors and the elderly, from abuse to exploitation, should they become incapacitated by age or illness.

We look forward to working with you and your C.P.A or certified financial planner to create the estate plan best suited to your unique circumstances.