Trusts and Estates

Catalyst Law serves trusts and estates clients with a wide range of family and financial circumstances. Our holistic trusts and estates practice handles a complete range of matters, including proactive planning and efficient administration, finding solutions to problems, and assisting clients with resolving a wide variety of disputes.

Estate Planning

At Catalyst Law, our estate planning practice provides you with peace of mind knowing you have clearly expressed your personal and charitable intentions to be carried out during your life (including any period of incapacity) and after your death. Catalyst’s team of trusts and estates attorneys 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 your personal values and family goals when preparing custom plans for your individual circumstances. Learn more ›

Estate Administration & Probate

Catalyst attorneys advise personal representatives and executors on the legal and tax issues necessary for an efficient administration of estate assets. Our trusts and estates 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, estate and gift tax preparation, and long-term administration of trust accounts. Learn more ›

Trust Administration

Catalyst Law works with Trustees to manage trust assets as directed by the trust document. Some trusts are created by a deceased person’s Will, and we assist Trustees of those trusts as well. If you are appointed as a Trustee, our attorneys have the expertise to help you understand your legal duties under the terms of the trust and state law, and provide both legal and practical advice to allow a smooth administration of any long-term family trusts. Learn more ›

Litigation

Catalyst offers guidance and advice to clients on either side of a dispute involving trusts or estates: heirs, beneficiaries, personal representatives, individual and corporate trustees, guardians/conservators, creditors, attorneys-in-fact, and other interested parties in areas such as will contests, trust disputes, will and trust interpretation, modification of wills and trusts, representation of both fiduciaries and beneficiaries, as well as application of the Cy Pres doctrine. Learn more ›

Alternative Dispute Resolution

For families involved in contentious disputes related to trusts and estates administration, mediation or arbitration provides an alternative to traditional litigation. An experienced trusts and estates mediator focuses on the real issues and works towards a mutually agreeable resolution outside of court. At Catalyst, we work with clients to identify potential disagreements in a trust or estate administration early, before positions become entrenched and parties choose sides. Learn more ›

Protective Proceedings

When your loved one can no longer take care of themselves and/or manage personal finances, a protective proceeding – either a Guardianship or Conservatorship, or both – could be your last resort. Without a revocable trust or power of attorney, a formal court protective proceeding is required to authorize a family member or friend to provide care or manage finances for an incapacitated adult.  In the case of a minor child, a protective proceeding is necessary if the parent(s) died intestate or without an operative guardianship provision or testamentary trust in the will(s). Learn more ›

Trusts and Estates Legal Services

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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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