Estate Planning

It's impossible for any person without a legal and tax background to effectively plan an estate.  By the same token, it's impossible for a professional with a legal and tax background to plan an estate without a deep understanding of a client's goals, needs, and overall family and financial situation. 

 

Too often, inadequate communication prevents clients and estate planning professionals from properly coordinating the clients' desires with the laws that affect them.  I strive to ensure that this does not happen with my clients by spending considerable time analyzing the client's personal and financial situation.  I also make certain that my clients understand their legal options and are comfortable with the course of action they choose, prior to proceeding with an estate plan.

 

My clients appreciate the fact that I make every effort to establish a clear plan for the work I will do and then establish an agreement about the fees I will charge.  In most cases, I am typically capable of establishing a flat fee arrangement at the conclusion of the initial client consultation.  Exceptions to this sometimes arise in situations where a client has an extensive estate planning history that must be reviewed and taken into consideration in the updated or new plan.

 

My services in this area include:

  • Preparation of pre-marital agreements
  • Preparation of living trusts and other probate avoidance techniques
  • Preparation of special needs trusts
  • Preparation of trusts for minors
  • Preparation of irrevocable life insurance trusts
  • Preparation of asset protection mechanisms
  • Preparation of pet trusts
  • Preparation of wills and their supporting documents
  • Preparation of powers of attorney for financial matters
  • Preparation of advanced health care directives including living wills and powers of attorney for health care
  • Preparation of HIPAA documentation

 

Estate Planning Worksheet
Complete and return this worksheet prior to the initial estate planning meeting or at our request.
Estate Planning Worksheet.pdf
Adobe Acrobat document [42.1 KB]
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© Law Office of Jeffrey R. Van Dyke, P.C.

Contact and Appointments

Law Office of

Jeffrey R. Van Dyke, P.C.

 

1730 Park St.

Suite 210

Naperville, IL 60563

 

Phone: 630.221.0001

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