Outside general counsel including commercial contracts, licensing agreements, trademarks, real estate transactions, employee benefit plan and stock option advising.
Last Will and Testament
Provides for the distribution of your property through the appointment of an executor who will distribute your assets upon your death. Without a will, your state’s statutory intestacy scheme will determine the distribution of your estate. A will is subject to probate. (*NOTE: even if a living trust is established, a “pour over will” can be used to put the remainder of your property not already in your trust into your trust.)
Document established by the grantor providing that assets are held for the benefit of a specific person or group, known as the beneficiary. A designated trustee maintains and controls the trust. Provides for your heirs to bypass probate and access your property and assets more readily than a will. Generally provides greater protection than a will against legal action from anyone unhappy with your specified distribution of assets. Can be highly customized which can be beneficial in complex family situations.
Supplemental Planning Documents
- Durable Power of Attorney – Provides for the appointment of an agent to act on your behalf to make financial decisions for you in the event that you are no longer capable of making such decisions for yourself. The appointed agent should be someone you would trust with all of your property.
- Medical Power of Attorney – Provides for the appointment of an agent to make medical decisions on your behalf in the event that you become too ill or lose the competency to make decisions for yourself. The appointed agent’s power only becomes active once your attending physician states in writing that you have lost the capacity to act on your own behalf.
- Medical Directive – also known as a Living Will –Provides your physicians with your wishes regarding organ donation and whether or not you want life-sustaining procedures withheld in the event that you are suffering from a terminal or irreversible condition and cannot communicate your wishes due to incapacity or disability.
- Declaration of Guardian – Provides for your preference of who should act as the guardian of your estate and/or person if the need for a guardian arises.
- HIPAA Authorization – The Health Insurance Portability and Accountability Act strictly controls who can access your medical records. This authorization provides for the designation of who your health care providers and insurance company can share your medical information with, assisting your agent in making medical decisions on your behalf.
- DocuBank Emergency Card – A card kept in your wallet providing hospitals and health care providers instant access to copies of your medical directive, and medical power of attorney along with any designated important medical conditions and allergy information stored in your DocuBank profile.