Estate Planning and Elder Law

Wills and Trusts

Effective estate planning can eliminate uncertainties for individuals, families, and non-profit organizations. Attorneys at Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) are skilled and experienced in developing estate plans that ensure the assets clients have accumulated during their lifetime are protected and distributed appropriately.

Our lawyers work with clients to review their estate plan objectives, outline the alternatives and help develop an estate plan that meets their needs using wills, trusts, powers of attorney, Lady Bird or enhanced life estate deeds, trust funding, beneficiary designation, medical designation and medical advocate forms to provide for an orderly transfer of assets utilizing a variety of strategies to minimize taxes and costs.

Our attorneys assist clients in defining the objectives of their estate plan, which include consideration of the following:

  • Wills
  • Trusts
  • Revocable Living Trusts
  • Educational Trusts
  • Bypass Trusts
  • Special Needs Trusts
  • Life Insurance Trusts
  • General Powers of Attorney
  • Medical Powers of Attorney
  • Guardianships
  • Living Wills
  • Family Assets
  • Business Succession
  • Medicaid Planning
  • Probate Administration
  • Will and Trust Disputes
  • Asset Protection Planning
  • Medical Directives
  • Pre-nuptial and Post-nuptial Agreements