Estate Planning

Catalyst Law serves clients with a wide range of family and financial circumstances. We seek to provide a fundamentally accessible estate planning practice that values education, innovation, and stewardship for the benefit of our clients as well as their families and communities.

Estate Planning

At Catalyst Law, our estate planning practice gives clients peace of mind knowing they have clearly expressed their personal and charitable intentions to be carried out during life (including any period of incapacity) and at death. Catalyst’s team of trust and estate lawyers assist clients with all aspects of estate planning to help ensure the intentional, meaningful, and efficient management and transfer of property and wealth. We do this by focusing on personal and family goals and preparing custom plans for each client’s individual circumstances.

The diversity of personal and family situations requires consideration of a wide range of estate planning options, including wills and revocable trusts, durable powers of attorney and advance health care directives, planning for distribution of retirement benefits, and designation of guardians for minor children. When advisable, Catalyst lawyers work with clients to implement special needs trusts, charitable trusts, family limited partnerships and LLCs, irrevocable life insurance trusts, and other custom estate planning. If appropriate, we analyze options to minimize estate and gift taxes, implement strategies to protect beneficiaries against claims by creditors or a divorcing spouse, and take into account other considerations for the wide variety of assets found in a modern portfolio.

Trust and Estate Administration

Catalyst trust and estate lawyers advise fiduciaries, including trustees and personal representatives, on the legal and tax issues resulting from the incapacity or death of an individual. Our practice guides clients through the court-supervised probate process, which transfers property from a deceased person to his or her heirs and beneficiaries. At such an emotional time, our experience lends itself to easing the burden of the responsibilities and tasks required for probate or other court proceedings, post-death tax planning, and long-term administration of trust accounts.

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Practice Areas

Our lawyers’ complementary skill sets and expertise provide a range of legal services across several practice areas, including:

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