We Have Listed The Top 10 Estate Planning Lawyers In Louisville To Help You Choose The Best Professional For Your Needs.
Address: 401 South Fourth Street Suite 1200 Louisville, KY 40202
Phone: 502-589-2780
Website: https://mpmfirm.com/estate-planning-probate-law-louisville-lexington-ky-southern-indiana/
The estate planning and probate lawyers at Morgan Pottinger McGarvey assist individuals, including business owners, in minimizing taxes and developing an estate plan designed to meet each individual's goals.
We take the time to listen to your goals and objectives, and then explore and present your estate planning options. Finally, we develop a comprehensive estate plan that is designed to best meet your needs. For additional information about the quality of service we provide, please visit the Our Firm page.
Our estate planning and probate services include the following:
- Wills - including simple wills, pour-over wills and complex wills incorporating trusts
- Trusts - including revocable trusts, irrevocable trusts, and charitable remainder trusts
- Charitable and other gifts - including lifetime gifts, testamentary gifts, and tax leveraged trusts
- Living wills - sometimes referred to as healthcare directives, or durable powers of attorney with a healthcare directive
- Powers of attorney - including durable powers of attorney and limited powers of attorney
- Guardianship and conservatorship
- Estate administration and probate
For more information about estate planning and probate laws, or for assistance in preparing a customized estate plan, please schedule a confidential consultation with an estate planning lawyer at Morgan Pottinger McGarvey by calling one of our offices or contacting us online. Protect your estate and pass more of your assets to family members or others; engage in estate planning before it is too late.
Address: 1717 Alliant Avenue Suite 17 Louisville, KY 40299
Phone: 502-400-4020
Website: https://obryanlawoffices.com/our-legal-team/who-we-are/
As a family-owned firm, we provide a comfortable environment and treat you with the one-on-one, respectful guidance you deserve. Founding attorney Julie O’Bryan established our firm nearly 30 years ago to assist the individuals and families of Kentucky and Indiana.
We understand the sensitivity of your situation. When you choose us, we assign an attorney and two paralegals to your case, all dedicated to providing the prompt, responsive guidance you need.
Attorney Julie O’Bryan is board-certified in consumer bankruptcy by The American Board of Certification. She has been certified since 2003 and is one of ONLY three board-certified consumer bankruptcy lawyers in Louisville and one of only six board-certified consumer bankruptcy attorneys in Kentucky. This distinction asserts her dedication to undertaking bankruptcy cases and a commitment to advancing her knowledge.
Being board-certified is difficult. Board-certifications are issued by The American Board of Certification and are only given to attorneys who prove that they are efficient, effective and knowledgeable in their field of law.
Julie has met these rigorous qualifications and taken the extensive classes that are required to be board-certified, and she has held this certification for over 16 years. To become board-certified, a lawyer must:
- Litigate as lead counsel in at least 20 disputes related to bankruptcy that must be settled in court
- Take 60 hours of continuing legal education courses on the topic of bankruptcy over a three-year period
- Pass a two-day exam covering all details of the bankruptcy law
- Dedicate at least 75 percent of his/her legal practice in the area of consumer bankruptcy law
- Demonstrate a comprehensive knowledge of bankruptcy law
The title of board-certified Bankruptcy specialist is provided by The American Board of Certification only to a small percentage of attorneys. An attorney must devote a significant portion of his or her practice to bankruptcy in order to achieve this title.
Furthermore, there is a test that must be passed to demonstrate depth of knowledge in this area of the law, in addition to other stringent criteria. In other words, this title is your proof that you know bankruptcy.
Address: 401 West Main Street, Suite 1400 Louisville, KY 40202
Phone: 502-513-0600
Website: https://www.tilfordlaw.com/about/
Tilford Dobbins & Schmidt, PLLC, dates from 1901, when the firm was founded by Henry J. Tilford. The firm has been distinguished by exceptional attorneys who rose to prominence in the Kentucky legal community.
Attorneys of our firm:
- Have been named “Top Lawyers” in Louisville Magazine
- Have earned an AV Preeminent* rating, the highest designation under Martindale-Hubbell’s peer review rating system.
- Have been selected for inclusion in Kentucky Super Lawyers
Firm founder Henry J. Tilford served as chief judge of Kentucky’s highest court and returned to the firm after a number of years on the bench. Attorney Lawrence Wetherby practiced with the firm until he was elected governor of Kentucky in 1955. Mr. Wetherby rejoined the firm in an of-counsel position after his term as governor.
Our clients benefit from the stability and reputation we have achieved as one of Louisville’s oldest and most-respected law firms. With 20 attorneys who focus on different areas of law, we are big enough to provide a depth and breadth of legal services to businesses and individuals. Yet we are small enough to provide personal and attentive service.
Each of our lawyers draws on a broad base of legal knowledge and has several areas of concentration. This enables us to address a wide spectrum of legal issues in business and personal matters, in transactions with government entities and before administrative agencies throughout Kentucky, southern Indiana and other states across the region.
When you retain an attorney at Tilford Dobbins & Schmidt, PLLC, you benefit from the experience of our entire team of attorneys. This enables us to address issues that are complex and involve multiple areas of law.
Address: 2950 Breckenridge Lane Suite 13 Louisville, KY 40220-1462
Phone: 502-373-8044
Website: https://www.rubylawfirm.com/practice-areas/estate-planning-probate-louisville/
An estate plan is important for everyone to have at every stage of their adult life. Having a comprehensive estate plan in place protects your assets during your lifetime and ensures that your property will be distributed according to your wishes after you are gone. Equally important, estate planning can protect you if you ever become physically or mentally incapacitated and unable to care for yourself or your financial affairs, even for just a brief period of time.
At John H. Ruby & Associates, we take the time to sit down with you and understand your needs and goals. We provide the advice and assistance needed to create a complete estate plan that addresses all of your concerns and makes sure you and your family are protected now and into the future.
Baby boomers own nearly 53% of the wealth in the country, which is ten times more than the wealth held by millennials. And studies show that the total value of wealth owned by baby boomer households in the country could be anywhere from $59 trillion to $68 trillion. But despite having such a staggering amount of wealth in their control, nearly 42% of baby boomers do not have an estate plan in place.
If you belong to the aforementioned 42%, there are four reasons why you should put together an estate plan as soon as you can:
The average cost of long-term care at a private facility is estimated to be around $90,000 per year (for a semi-private room) and more than $100,000 per year (for a private room). The average cost of a home health aide and/or homemaker services can be as high as $50,000 per year.
The threshold for probate in Kentucky is much lower compared to most other states in the country. If your estate is valued at $30,000 or more, you need to have an estate plan which clearly instructs how your assets should be managed or distributed after your death. Otherwise, it will have to go through probate after your death.
If you have children with special needs and minor grandchildren who are dependent on you, you can designate a guardian for them, set aside the assets you want to pass on to them, and put them all in a trust to make sure they are provided for even after you are gone. You can do the same for your pets as well.
Address: 10525 Timberwood Cir Suite 201 Louisville, KY 40223
Phone: 502-625-6128
Website: https://www.estateplanningky.com/
Pitt & Emison professionals are passionate about their work, and it shows. Our estate planning attorneys in Louisville, KY, are here to guide you through every step of the process to protect your assets and avoid probate. Whether it’s preparing a will or trust or safeguarding assets from nursing home costs, we always put your needs first. This allows you and your loved ones to have the peace of mind you deserve.
We focus on Medicaid and estate planning, probate, veterans’ benefits, special needs planning, and more. When you choose our firm, we work with you to determine your goals, dreams, and concerns. The Pitt & Emison team designs a plan to meet those needs and satisfy those concerns, a plan that helps you:
- Ensure you and your family pay as little as possible in death taxes.
- Leave your assets to whom you want, when, and how you want.
- Minimize probate and legal fees, court costs, and administrative expenses.
- Protect yourself and your family.
- Provide for yourself and your loved ones if you become disabled.
- Retain total control of your assets.
Thinking about the inevitable isn’t easy, but we have 35+ years of experience in making it a more pleasant process. Our attorneys can determine the best way to fairly distribute your assets among your next of kin. We lay out your options clearly so you can make informed decisions. When you’re looking for professionals who give you their full attention and respect, we are the firm for you. We ensure everyone receives their fair share.
There are so many options available for estate planning, which is why it makes sense to hire highly skilled attorneys. We have the experience to meet any need. With our reputation for successful solutions, you can rely on us to handle even the most challenging probate troubles. Contact us to learn more.
Address: 13151 Magisterial Drive Suite 101-B, Louisville, KY 40223
Phone: 502-423-7023
Website: https://gershlaw.com/services/estate-planning-services/
Estate planning is the creation of a definite plan for the preservation and the distribution of your assets, both during your life and upon your death. Making an estate plan eases the management of your financial and legal affairs, while possibly minimizing taxes if your estate is large enough for taxes to be of concern.
When we talk about an estate, we mean all assets of any value that you own. This includes real property, business interests, investments, insurance proceeds, personal property and even your personal effects. An estate plan refers to the means by which your estate is passed on to your loved ones. Estate planning can be accomplished through a variety of methods, including:
- Revocable Living Trusts
- Last Will and Testament/Probate
- Lifetime Gifting
- Joint Ownership
- Beneficiary Designations
- Life Estates
We want you to feel confident about the choices you make. Let us be your guide on the path toward preserving your family’s future. To find out more about putting your estate plan into place, please call us at (502) 423-7023 or Click Here to request a consultation.
At the Kentucky law firm of McBrayer PLLC, we handle a wide range of complex legal problems for businesses and professionals. More importantly, we handle them efficiently and effectively. Our clients are consistently impressed with our immediacy in dealing with the substance of their legal problems, not to mention the positive results we provide.
Our clients come to us with significant legal problems. They want their problems addressed by an experienced attorney. They do not want to be passed down the chain of command. They want to know their case is in good hands at all time, and that is why they come to our law firm.
Clients are often concerned with fees, particularly when hiring a law firm like ours, which provides hands-on representation from experienced attorneys. We make it clear that this is a value-added proposition. For very reasonable fees, our clients get representation from experienced attorneys who are dedicated to finding efficient and effective resolutions, often saving them money in the long run. A good example is in the area of estate planning, in which the state tax savings our services may provide far outweigh the costs of our services. We are dedicated to adding value in this way in all of our practice areas.
We work with our clients to design fee arrangements that meet their needs. We are extremely flexible when it comes to alternative fee arrangements. Of course, no matter what arrangements are settled upon, our clients always know about costs upfront, so there are never any surprises when our bill arrives.
Our probate litigation attorney represents beneficiaries of the estate in protecting their inheritance. We also represent excluded heirs or prior beneficiaries, such as a sibling or spouse who was unfairly slighted or cut out of the will entirely. We have initiated and defended many will contest scenarios:
- Wills not properly witnessed, signed or submitted to probate
- Lack of testamentary capacity (dementia)
- Undue influence or fraud
- Missing or misappropriated assets
- Claims against the estate by creditors
- Breach of fiduciary duty
- Renunciation of interests or electing statutory share
Address: 401 West Main Street Suite 1950 Louisville, KY 40202
Phone: 866-617-6209
Website: https://www.vhrlaw.com/about/
At Valenti Hanley PLLC, our objective is to provide each client, whether a business or an individual, with effective and result-orientated legal representation. We place our clients with a team of skilled attorneys, many of whom spent their early careers in large, well-established regional e law firms. Many of our lawyers have served in a wide range of business and corporate capacities, including in government, in-house corporate legal departments and trust companies.
Our blend of diverse legal backgrounds, including an AV Preeminent rating* through Martindale-Hubbell’s peer review system and the Super Lawyers designation gives our clients the advantage of receiving customized legal representation tailored to their circumstances coupled with the personal attention to detail that only a smaller sized firm can provide. Our firm has the resources and depth of experience to handle a wide range of sophisticated legal matters, and we take the time to be attentive to each client’s business goals and priorities.
From our offices in Louisville, Kentucky, Boulder, Colorado, and Treasure Island, Florida, we represent individuals and businesses across the United States in complex securities law matters and investor fraud cases. We also provide high-quality representation, covering everything from basic business litigation to complex intellectual property and corporate law matters in a broad range of industries. Our attorneys are admitted to practice in multiple federal courts located throughout the country. They have also appeared on behalf of clients in arbitration proceedings held in states throughout the country. They are admitted to practice in all state and federal courts in Kentucky and Colorado.
In today’s dynamic business climate, it is important that you get the legal representation you need to help your business remain competitive. We understand that and are focused on providing outcomes that best serve our clients’ business goals. Our attorneys have served as outside general counsel for businesses operating in several states. The scope of this work has involved contract drafting of all types, handling employment law matters of all manner, and advising businesses regarding a host of legal issues which typically arise.
Due to our streamlined overhead structure and other efficiencies, we are able to perform legal services for our clients at a cost which is competitive and respects the client’s resources. We understand that the “billable hour” fee model is not a “one size fits all” structure which is suitable to all situations. Consequently, when appropriate, we offer flexible and alternative fee arrangements tailored to each client’s particular needs and circumstances.
Address: 4175 Westport Road, Suite 106 Louisville, Kentucky 40207
Phone: 502-587-7754
Website: https://www.lowryplanning.com/
Assisting clients in Kentucky and Indiana, Lowry & Lowry is a full-service law firm providing custom estate planning, long-term care planning, and estate/trust administration. With almost 50 years of combined experience, the attorneys at Lowry & Lowry can help you create a customized plan for your unique situation, no matter where you are in life’s journey. As a third-generation law firm that values its own legacy, we know that no two families are the same, so we make sure that our planning addresses your specific objectives and concerns.
Whether it’s traditional estate planning, protecting assets from the cost of long-term care, or minimizing taxes, we have solutions for even the most complex situations. We use state-of-the-art automation technology and workflow optimization to provide a timely and consistent product for all clients. That’s why we are usually able to prepare draft documents for your review within 30 days after designing your plan.
Because we custom design our plans to suit your particular needs, we take the time to learn as much as possible about you and your loved ones. Whenever you are ready to start planning, please complete our confidential and secure intake form to give us the background information we need to hit the ground running. If you don’t already have an appointment, one of our attorneys will be in touch within 24 hours to schedule your free initial consultation.
Address: 4965 US Highway 42, Suite 1000 Louisville, KY40222
Phone: 812-513-1099
Website: https://www.cllblegal.com/estate-elder-law/louisville-ky/
One of the biggest responsibilities people have is developing a plan for their future or planning for an aging family member. We all understand that the future is fraught with uncertainty, and thinking about how you’ll handle things from a financial and legal standpoint can be quite intimidating. At Church, Langdon, Lopp, Banet Law, we offer our clients estate plans based on their specific needs and concerns.
Estate planning tools include wills, asset protection strategies, long-term care options, powers of attorney and guardianships. These tools are used to set forth how a person’s assets will be handled after death, but they also provide a clear statement of how an individual wishes to be treated if they become unable to speak for themselves. For that reason, estate planning and elder care are closely linked and should be handled by attorneys who understand that connection.
When you call Church, Langdon, Lopp, Banet Law, our first step will be to evaluate the resources you have available to you. These resources include not only your estate and holdings, but also things such as Medicare, Medicaid, Social Security, or possibly even Veteran’s benefits. If you’re struggling to obtain benefits that you’re eligible for, we can help with that. Once we know exactly what you have available, we can help you create a plan that matches your wishes with your assets.
By planning your estate, you’ll be exercising control over how your assets are distributed. Wills, trusts and other estate planning tools will allow you to set forth your plan and give someone the authority to carry out your wishes. Regardless of how large or small your holdings are, it is essential to establish a plan that can be followed by the executor of your estate.
If you don’t make your vision for your estate clear, you’re effectively placing the distribution of your assets in the hands of others. If a will is vague or outdated, it places a greater burden on survivors to make these important decisions. In the absence of a will, a person’s assets will be distributed in accordance with state law, which means that neither you nor your survivors will have a say in the matter.