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How We Help

No matter how old you are, your current health status, or which types of assets you have, it is always wise to have an estate plan in place. Proper estate planning is more than just the orderly transfer of assets. Estate planning answers questions like:

“Who will care for my minor child?”
“What happens to my money?”
“What happens to my house?”
“What happens if I become mentally disabled and can’t make decisions for myself?”
“How can I protect my children’s inheritance?”
“Will my family owe estate taxes?”

We work with our clients to create unique estate plans that address the inevitable, preserve assets and minimize taxes, both during their lives and, often for many years beyond. Our services weave together our clients’ goals with the laws of income, gift, estate and generation-skipping taxation, trusts, estates and charities.

In many cases, we work with other family advisors, including accountants, financial planners, stockbrokers, insurance agents and other attorneys to ensure a comprehensive approach to a client’s estate plan.

 

Overview of Services

  • Revocable Living Trusts and Wills
  • Irrevocable Life Insurance Trusts and Life Insurance Planning
  • Retirement Benefit Trusts/IRA Preservation Trusts
  • Charitable Trusts
  • Spousal Lifetime Access Trusts
  • Grantor Retained Annuity Trusts
  • Intentionally Defective Grantor Trusts
  • Domestic Asset Protection Trusts
  • Offshore Trusts
  • Gift Tax Reporting
  • Asset Protection Planning
  • Family Limited Partnerships
  • Family Limited Liability Companies
  • Pre And Postnuptial Planning
  • Elder Care

Wills and Trusts

A properly prepared estate plan can help you avoid probate, minimize estate taxes, and help shield your assets from creditors.  It can also allow you to control how your assets will be distributed, when they will be distributed, and who they will be distributed to without the involvement or cost of the probate courts. We work as a team to prepare unique estate plans that align with your goals.

Asset Protection Planning

Our tax and wealth structuring team offers a wide range of services to help you protect your assets and minimize your tax liability in accordance with local, state and federal tax laws. We help our clients reduce gift, estate and income taxes. Many of our tax attorneys are also certified public accountants (CPAs) and have worked in public accounting firms in many different areas of taxation. 

Pre and Postnuptial Planning

Prenuptial agreements are not just for celebrities and the wealthy. We help couples to plan and inventory premarital assets and establish expectations to avoid surprises and disagreements. The attorneys at Kelleher & Buckley, LLC promote both emotional and financial harmony even during the emotional stain of a possible divorce. Peacefully addressing martial issues can save significant amounts of time, emotional hardship and legal fees. Both premarital and post marital planning can offer financial protection and create a solid marital foundation.

Elder Care

The cost of long term care can have overwhelming financial consequences for a family. Medical treatments, health insurance, and long-term care can add up quickly without proper planning. Kelleher & Buckley, LLC can help ensure you or your loved one receives quality care while protecting your family’s assets and minimizing financial impact. We provide tailored guidance and planning that is unique to each client’s situation. Our attorneys can help with long-term care planning, asset protection, Medicaid eligibility, health care and end-of-life decisions, estate planning, probate, trust administration and guardianships.

Meet Our Team of Experienced Estate Planning Attorneys