Estate Planning / Wills and Trusts

Creating a will and appointing an executor to carry out personal wishes is the easiest and most basic way to protect and dispose of one’s assets as they wish. However, issues may become more complicated as business owners plan for the next generation to take over, if one’s portfolio includes assets in more than one jurisdiction, or if an unconventional personal situation exists. Ramiro Colon Jr Associates can provide the support and knowledge necessary to craft a plan contingent to your unique situation.

From Business Succession planning to estate litigation, below is a comprehensive list of the services we provide:

Estate Planning:

  • Tax effective will and trust planning including use of multiple wills to reduce or eliminate probate tax
  • Cross-border will and trust planning for clients with assets in more than one jurisdiction
  • Business Succession planning
  • Powers of Attorney, Living Wills and Advance Medical Directives

Estate Administration:  

  • Advising executors and trustees on will and trust interpretation issues
  • Applications for certificates of appointment (“probate”) with and without a will and where estate has assets in more than one jurisdiction

Estate Litigation:

  • Representation in will and estate challenges and trust disputes
  • Marriage contract issues and dependents’ support claims