Montana Estate Planning Lawyers
I graduated from UMKC law school with highest honors and was fortunate to be hired by Shook, Hardy & Bacon LLP in 2007, where I was promoted to Partner seven years later. As an attorney at Shook, I spent most...
Bozeman, MT 59715
University of Montana - University of Montana-Missoula
Whether it relates to your business or your family, you will leave Carmody Holliday Legal Services, PLLC, knowing more about your options and your legal situation. Katie C. Holliday has the experience and the solutions to help in a wide variety of legal matters.
Formerly admitted to practice law in Colorado, Janel has experience representing to non-immigrant crime victims applying for...
Adrienne is a Montana native and grew up in Butte and Great Falls. Before attending law school, Adrienne worked in the legal field for over twelve years. Her experience includes working as a paralegal for a family and criminal defense attorney for nine years. She also worked in various prosecutor’s offices and as a jail technician at the sheriff’s office.
Public interests is a passion for Adrienne. Before her admission to the Montana bar, Adrienne was actively involved in Montana...
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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