Cleveland, Waters and Bass, P.A. works closely with individuals to develop estate plans that provide for protection of assets, access to those assets during life, distribution of assets according to the client’s wishes upon death, and reduction of probate costs and estate and inheritance taxes. Our trust and estate attorneys represent high net worth individuals and elderly and disabled clients in matters of preservation and transfer of wealth, probate avoidance, business succession planning, gift and estate tax planning, special needs trust planning, estate and trust administration, and planning for public benefits such as Medicaid and SSI.
Our estate planning services include:
Our estate and trust administration services include:
Our trust and estate attorneys provide the depth of experience, thorough understanding of the law, and personalized attention of a boutique trusts and estates firm, but also have the ability to draw upon the skills of experienced tax, corporate, real estate and litigation attorneys, allowing us to ensure the highest quality of service in all aspects of the estate planning and administration process.
Recent representative matters include:
Members of our Trusts and Estates practice regularly serve in leadership positions in organizations such as:
In addition, our attorneys regularly serve as faculty in professional educational programs, and frequently publish articles.