Estate Planning/ Litigation
Careful listening, thoughtful planning, and the advocacy you need.
The most successful estate plans are the result of cooperative relationships between attorneys and their clients. Beyond knowledge of the law, drafting skills and an ability to think strategically, an estate attorney needs to be able to communicate effectively. This means:
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carefully listening to clients;
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being able to sympathize and project client and beneficiary needs and assets over time;
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valuing the insights of financial planners; and
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explaining meaningful alternatives and their attendant costs.
Patrick Boley brings these attributes to the practice of estate law. He understands that the object is not merely tax avoidance (though everyone should know their rights); it is how best to organize a life or a business to achieve diverse goals.
Mr. Boley can provide the estate planning services you need. This includes, among other things, preparing
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Wills and revocable trusts;
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Health care directives;
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Powers of attorney;
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Special needs trusts;
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Life insurance trusts;
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Charitable trusts; and
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Retitling assets to reflect financial and estate objectives.
In the event litigation should arise over a trust or estate, Mr. Boley combines strong advocacy skills with a professional, low-key approach that advances his clients’ interests while seeking, wherever possible, to protect estate assets, limit costs and preserve family relationships.
