Probate & Trust Administration

At Martin & Squires, we handle a wide range of estate planning, probate, conservatorship, guardianship, powers of attorney, health care directives, and trust and estate administration matters.

Our services include:

Estate and Inheritance Tax
Estate or inheritance tax is the tax imposed upon the property transferred by a will or by intestate (without a valid will) succession. Also known as a “death tax,” this governmental infringement upon what was accumulated over a lifetime or even generations can dramatically alter the dreams of the deceased and his or her family.

Get the facts and take the necessary actions to minimize the amount the government diverts from your family and rightful heirs. The estate planning attorneys at Martin & Squires, PA are very well versed in tax law and can help you navigate a minefield that can devastate the heirs of an estate.

Fiduciary Responsibilities – Power of Attorney / Guardian / Conservator / Personal Representative
Whoever is responsible for the oversight in the management and distribution of another person’s property or monies has certain fiduciary or good faith responsibilities to the estate. In most instances, the fiduciary responsibility rests with the power of attorney, conservator of the estate, or the personal representative of the estate.

Martin & Squires estate planning attorneys are called upon often to assist the attorney in fact, conservator and personal representative in the administration of these duties and to advise the fiduciary in matters associated with their nominated or statutory responsibilities.

Will Disputes and Contests
Will disputes or contests usually arise when there is a dispute or litigation of a will because of allegations that the person who executed the will, the testator, lacked capacity or was subject to undue influence. Oftentimes, these situations are even more traumatic because they are linked to the death of a loved one and involve other family members.

Having an attorney who is familiar with estate planning, wills and trusts will ensure the court hears your arguments. Martin & Squires estate planning attorneys have extensive knowledge and skills necessary to represent you through this very difficult process.

Our attorneys have represented parties on both sides in these situations and are skilled at advocating and negotiating reasonable resolutions; and if this does not resolve the matter, litigating the matter before the court.

Our Probate and Conservatorship attorneys include John Martin, Richard J. Savelkoul and Mike O’Neill, who have been handling estate, probate and trust matters for years. For highly qualified representation and superior client service, you can rest assured with Martin & Squires.