Estate Planning and Administration
The DiLeone Law Group, P.C. provides the following services: Estate Planning, Estate Administration, Trust Planning, Asset Protection Planning.
Estate Planning and Estate Administration Practice Areas
Administration of Trusts and Testate and Intestate Estates
We help clients proceed through the process of administering their estates and trusts.
Asset and Creditor Protection
We help clients determine when and how they might be able to protect their assets from the claims of creditors. Then we prepare the documents to memorialize these decisions.
Charitable Planning to Maximize the Benefit and Impact of Charitable Donations
We help clients analyze the various strategies useful to implement their charitable desires and the options that will help them accomplish their objectives.
Charitable Remainder Trusts and Charitable Lead Trusts
We help clients determine when and how they might use these types of trusts. We discuss the benefits and the detriments to using such vehicles so the client is in the best position to make a decision regarding how and when to proceed. Then we prepare the documents to memorialize these decisions.
Disclaimers
Disclaimers typically arise in estate or gift situations. We help clients decide if they should disclaim all or any part of a gift or inheritance and then document that disclaimer.
Distribution of Assets to Trust and Estate Beneficiaries
We listen to the desires of the client regarding to whom and when they would like to distribute their assets, either in a trust or through their estate. Then we help them plan the process to accomplish those desires.
We help clients determine how much property and assets to use in funding their trusts and evaluating how to pass money to the next generation if that is important to accomplishing the client’s desires.
International Estate Planning
As a result of the multinational culture present in and around the Triangle, we help clients that own property or may inherit property outside the United States to deal with it appropriately.
Irrevocable Trusts, Grantor Trusts, Dynasty Trusts and Trusts Funded with Closely Held Business Interests
We help clients determine when and how they might use these types of trusts. We discuss the benefits and the detriments to using such vehicles so the client is in the best position to make a decision regarding how and when to proceed. Then we prepare the documents to memorialize these decisions.
Post-Death Tax and Business Planning
We help clients decide what they are going to do with their businesses upon their death. This involves helping the client create a succession plan for their business.
Powers of Attorney
We help clients determine who will be their best representatives when they are not in a position to make their own decisions regarding all aspects of their life other than health care decisions. Then we prepare the documents to memorialize these decisions.
Preparation of Family Settlement Agreements
We help clients determine possible outcomes when all of the parties desire a different result thatn is a part of he primary document, like a will or a trust. We help the parties determine a settlement and then memorialize it in a document that is acceptable to all parties.
Probate of Wills
Probating wills is part of the estate administration process. We help clients proceed through the process of administering the estate.
Revocable or “Living” Trusts
We help clients determine when and how they might use this type of trust. We discuss the benefits and the detriments to using such vehicles so the client is in the best position to make a decision regarding how and when to proceed. Then we prepare the documents to memorialize these decisions.
Tax Planning to Minimize Estate, Generation-skipping and Gift Taxes
We help clients analyze the various strategies useful in planning to minimize their estate tax situcations and the different vehicles useful in accomplishing those objectives.
Wills
We help clients identify the terms and conditions upon which they will transfer their assets to their beneficiaries, when they will transfer them, how they will transfer them, etc. Then we prepare the documents to memorialize these decisions.