Osborn, Missouri Estate Planning Lawyers
Before focusing on estate planning and probate litigation, Aaron was an attorney at Shook Hardy & Bacon LLP for nearly a decade, where he defended companies in individual and complex litigation spread throughout the United States.
Mr. Jones has extensive litigation experience encompassing all aspects of the litigation process including, case strategy, pre-trial briefing, depositions, hearings, mediations, trial preparation and trial. Mr. Jones has represented regional and national clients in a wide range of business disputes including breach of contract, fiduciary duty...
Samantha practices exclusively in the areas of Elder Law, Estate Planning and Special Needs Law. She received her undergraduate degree in 1990 from Tulane University in New Orleans, cum laude. She earned her law degree from Boston College Law School and received an LL.M. in Estate Planning from the University of Missouri, Kansas City.
Samantha currently serves on the Board of the National Academy of Elder Law Attorneys and as Chair of the Kansas City Metropolitan Bar Association Trust and Estates Committee. Formerly the Chair of the Missouri Bar Elder Law Committee and past President of...
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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