Our SERVICES
Alley Law regularly advises and provides legal guidance to clients on nearly every aspect of trust and estates.
Trustees, Executors, families, individuals, and businesses all trust and rely on Alley Law to counsel them on a full range of issues, include trust administration, probate, estate planning, business succession planning, and international estate planning.
For example, Alley Law extensively drafts comprehensive, strategic, and personalized estate plans for individuals and families that achieve their estate planning and business objectives.
Alley Law additionally works closely alongside fiduciaries such as Trustees and Executors by offering both legal counsel and practical guidance in serving in their respective offices.
Alley Law also similarly represents beneficiaries of trusts and estates to ensure that trust or estate administration is compliant with the law and that distributions are timely and lawfully disbursed.
Areas of practice
Estate Planning
We help individuals and families protect their future and legacy through Wills, Trusts, Powers of Attorney, and Advance Health Care Directives. LEARN MORE
International Estate Planning
We assist international clients protect their assets and businesses located both in the United States and abroad. LEARN MORE
Trust Administration
We counsel and assist trustees and beneficiaries with administering trusts and facilitating trust distributions. LEARN MORE
Probate Administration
We counsel and come alongside executors and beneficiaries to navigate the probate court process. LEARN MORE
Business Succession Planning
We help business leaders and entrepreneurs to prepare for the transfer of their business to the next generation. LEARN MORE
Estate planning
Estate planning is the process where you prepare for the unforeseen circumstances of your own disability or passing.
Sometimes the unexpected occurs in life. The most important decisions we can make are those that prepare ourselves, our families, and our businesses for these unanticipated situations.
Specifically, estate planning allows you to make key decisions with regard to the distribution of your property, your final healthcare wishes, the care of your loved ones, and a whole host of other issues.
The team at Alley Law can guide you through each of these decisions in a way that is proper, personal, and practical for you and your family.
Alley Law’s estate planning services includes, but is not limited to:
Revocable and Irrevocable Trusts
Wills
Powers of Attorney
Advance Health Care Directives
Guardianship Documents for Children
Estate Tax Planning
Gift Tax Planning
Income Tax and Capital Gains Tax Planning
Qualified Personal Residence Trusts
Irrevocable Life Insurance Trusts
Will Substitutes
INTERNATIONAL EMPHASIS
As the world becomes more interconnected day by day, clients from around the world face increasingly complex challenges with International Estate Planning.
You or your family members might be living overseas, you might own property or businesses located overseas, or you might be married to someone who is not a citizen of the United States.
On the other hand, you may be a foreign national who wishes to invest in the U.S., or you may just want to live in the U.S. temporarily. Each of these situations can impact your estate planning and can become real pitfalls for the unwary.
The team at Alley Law can help you find these international “blind spots” and craft solutions that fit your particular situation.
Alley Law’s international estate planning services includes, but is not limited to:
Developing and coordinating estate plans for clients who have assets in multiple countries.
Developing and coordinating estate plans for families where a spouse is not a U.S. citizen.
Legal advice on transfer taxes (estate tax, gift tax, generation skipping tax) for non-U.S. citizens who wish to invest in the U.S. or who wish to live in the U.S. temporarily.
Legal advice for situations where trustees or beneficiaries of a trust are not U.S. citizens.
Legal advice for those who work for multinational corporations and members of the armed forces stationed abroad.
BUSINESS SUCCESSION PLANNING
Business leaders and entrepreneurs often overlook an important part of running of their businesses—preparing for the succession of their businesses to the next generations.
Having a strategic and comprehensive Business Succession Plan is vital to allowing the business that you have built with your blood, sweat, and tears, to thrive after your passing.
Perhaps your children are in the perfect position to carry on the family business, or maybe you have a loyal employee who is ready to take over the reins.
What is the most tax efficient way to transfer the business to this person? How can you create an incentive for this person to work hard and yet still keep some level of control for yourself in case things do not work out? Are there any ways you can ensure that the business will continue to flourish even after you have left the helm?
The team at Alley Law can help you to strategically navigate through these decisions so that your business will continue to be a success and a legacy to your loved ones after your passing.
TRUST ADMINISTRATION
Trust Administration is a process to carry out the terms and distribution of a particular trust.
Maybe you lost a spouse, a parent, or a close friend. Your loved one named you as the successor trustee of his or her trust. You are now faced with the daunting task of administering the instructions found in the trust document after their passing. You are overwhelmed with the complexity of trying to comply with state law, preserving the federal tax exclusion amount, and changing the title to assets.
The team at Alley Law can work closely alongside you and guide you through the treacherous waters of trust administration so that you may faithfully fulfill your legal responsibilities as successor trustee.
Alley Law’s trust administration services includes, but is not limited to:
Review of Trust Documents
Titling of Assets
Fulfillment of Notice Requirements to Beneficiaries
Preparing Statutory Accountings
Legal advice regarding Distribution of Assets and Property
Legal advice regarding Filing of Income and Estate Tax Returns
PROBATE ADMINISTRATION
Trying to navigate through the probate courts while mourning the death of a loved one can be overwhelming.
The emotional stress of losing a loved one can be exacerbated when the estate is subject to probate.
The team at Alley Law can work closely alongside you and navigate you through all areas of the probate process. We can help you to administer your loved one’s estate in a timely and efficient manner so that you can focus your time on grieving your loved one and caring for your family.
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