Estate Services icon

Trusts, Estates and Elder Law


    Smart Legal.

    MWB Client Questionnaire 2021

    The Trusts, Estates and Elder Law Team at McGuire, Wood & Bissette focuses on personal, in-depth counseling to individuals and families on a variety of lifetime planning issues. We deal with all sizes, types and complexities of estates. Working closely with accountants, financial advisors, insurance agents, bankers and other financial service providers to develop comprehensive plans, our Trusts, Estates and Elder Law Team helps you through life’s transitions.  Expect compassionate, comprehensive and experienced help with planning for these important matters.

    Services-Trust, Estates & Elder Lae - McGuire, Wood & Bissette, PA

    Our Trusts, Estates and Elder Law Team’s depth and experience allows us to provide both technical and practical advice. We remain current with emerging developments, trends and techniques within the practice, especially those relating to ever-changing benefits planning, wealth transfer, government regulations and tax planning laws. We are committed to providing you with confidence that the plan we develop together addresses each of your intentions and desires.

    Wills, Trusts and Estate Planning

    • Drafting Wills, Financial Powers of Attorney and Health Care Powers of Attorney
    • Drafting Revocable Trusts, Irrevocable Trusts for Asset Protection and Wealth Transfer, Irrevocable Trusts for Benefits Eligibility and Asset Preservation, Special Needs Trusts, Life Insurance Trusts and Trusts for Children
    • Advising Clients on Probate Avoidance Planning
    • LGBT Planning
    • Planning for Second Marriages, including Prenuptial Agreements
    • Retirement Benefits Planning, including Qualified and Deferred Compensation Planning, IRA Distributions and Beneficiary Designation Planning
    • Tax Planning, including Planning to Minimize Gift, Estate and Generation-Skipping Taxes

    Estate Administration

    • Assisting Clients with Navigating the Probate System
    • Representation of Executors and Administrators
    • Representation of Beneficiaries
    • Caveats and Estate Litigation

    Trust Administration

    • Special Needs Trusts, Trusts for Children, Life Insurance Trusts and Revocable and Irrevocable Trusts
    • Modification of Trusts, with or without Judicial Involvement
    • Trustee/Fiduciary Litigation


    • Incompetency Proceedings
    • Contested Proceedings
    • Administration of Guardianship Estates

    Benefits and Long-Term Care Planning

    • Medicaid Planning and Qualification
    • Veterans (VA) Benefits Planning
    • Supplemental Security Income (SSI)
    • Special Needs Trusts and Supplemental Needs Trusts
    • Long-Term Care and Medical Expense Planning

    Charitable Planning

    • Drafting Charitable Trusts
    • Counseling Clients regarding Charitable Gifting Strategies

    Elder Law

    • Assistance in Incompetency Hearings and Obtaining Guardianship
    • Representation of Guardians and Wards, Guardianship Administration and Accountings

    Succession Planning

    • Family Limited Partnerships
    • Limited Liability Companies

    Estate Litigation

    • Will challenges and contests
    • Abuse of Powers of Attorney
    • Trustee representation
    • Trust modification and termination
    • Beneficiary rights
    • Guardianship
    • Life insurance disputes