Montero law - Wills and estates

A comprehensive estate and succession plan is essential in order to ensure that your loved ones, assets, and business interests are protected in the event of retirement, death, and/or incapacity.

The team at Montero Law has experience advising clients on how to most effectively arrange their affairs to avoid ambiguity, unnecessary taxes, and litigation in the event of death or incapacity. 

We also advise clients on succession planning as they transition from one stage of life to another, so that an orderly transition of their businesses can take place - whether to the next generation or to arm’s length buyers - while minimizing the tax implications of such a transition.

The Wills and Estates services we offer at our law office include:

• Multiple Wills to avoid or minimize probate tax;
• Mirror Wills for spouses;
• Trust planning;
• Special-needs planning;
• Charitable giving;
• Business succession planning;
• Estate-related real estate planning; and
• Incapacity planning - powers of attorney.