Estate Planning

At Walden & Schuster, S.C., our commitment is to personal service. We bring advice, experience and expertise to your estate planning needs. You must be comfortable with your attorney so that he or she understands your family interactions, your goals, and your financial situation.

  • Simple Wills
  • Will with Trust and Guardian Provisions for Minor Children
  • Complex Wills
  • Trusts, including: Revocable Living Trusts; Credit Shelter Trusts; Supplemental Needs Trusts
  • Trust and probate administration
  • Estate and trust litigation
  • Powers of Attorney, including: Health Care; Finances/Durable
  • Probate Avoidance
  • Estate and Gift Tax Management
  • Guardianships and Conservatorships
  • Medical Assistance (Medicaid, or Title 19) Planning and Application
  • Retitling of Assets and Deeds
  • Life Estates
  • Beneficiary Designations
  • Planning for the Disabled

We get to know you in order to fulfill your estate planning needs with a comprehensive approach. Remember, "do it yourself" fill-in forms have no ability to adapt or tailor themselves to your specific needs. We do by providing our clients of all ages with an instructive, tailored approach to their estate planning needs. We cannot stress enough that well-prepared estate plans result from receiving qualified advice.

By appropriate planning, we assist you in anticipating and planning for expected and unexpected matters such as disability, extensive medical and nursing home expenses, changes in family circumstances or relationships, tax laws and the protection of your financial assets. Planning can involve a variety of documents including wills, trusts of varying complexity, including powers of attorney, deeds and beneficiary designations, and the appropriate management of Title 19 estates.

Attorney Patrick R. Schultz would be pleased to assist you with your estate planning, guardianship, and medical assistance needs. Patrick has an excellent reputation and high professional standing within the community, or click here to schedule a free consultation.