WHAT WE DO
The LAW OFFICES OF JIMMIE L. JOE is a full service law firm concentrating in estate planning, trust and probate administration, estate and trust litigation, asset protection, conservatorships and guardianships. We are committed to
providing the highest level legal services while maintaining a highly personalized approach. We counsel clients on methods to preserve wealth by minimizing estate taxes while maintaining control to the fullest extent possible. We
evaluate a client’s particular needs in order to address the most efficient manner to achieve wealth preservation and distribution. We customize and tailor a client’s estate plan to achieve goals identified after a thorough and
comprehensive interview. Our personalized approach continues after the interview as we work closely with our clients until a customized estate plan is achieved which will carry out a client’s goals for estate planning and wealth
transfer. We also assist clients in the administration and settlement of an estate so that distribution can be achieved in the most time efficient manner as allowable by law.
Our services include the following: drafting wills and trust documents, including generation skipping tax planning; evaluating and implementing the strategic role of life insurance in estate planning, including the use of
irrevocable trusts; representation in probate and conservatorship proceedings, including contested matters; planning for future incapacity or death; evaluating the role of family limited partnerships and limited liability companies
in transferring wealth and minimizing estate taxes; preparing estate, gift, and fiduciary tax returns; minimizing asset exposure to creditors; transition planning for passing closely-held businesses to the next generation;
charitable giving, including the formation of charitable trusts.
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ESTATE PLANNING
We assist clients in maintaining privacy and control of their estate while minimizing estate taxes and avoiding probate by setting up a customized estate plan that utilizes one or more of the following: the revocable living trust
(for single and married couples), QTIP Trust, Pour-Over Wills, powers of attorney, advance health care directives, special needs trusts, personal residence trusts, life insurance trusts, credit shelter trusts, family limited
partnerships, limited liability companies, charitable remainder and charitable lead trusts, grantor retained annuity trusts, qualified domestic trusts (QDOT), and qualified Sub-S trusts (QSST). You can learn more about the basics
of estate planning, probate and each of the foregoing estate planning tools in the “Introduction To The Importance of Estate Planning” and “FAQs” sections of this web site.
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TRUST AND PROBATE ADMINISTRATION
We assist clients grieving the death of a family member by providing trust and probate administration services, small estate distribution, spousal property petitions, trust division upon the death of a spouse, trust funding, trust
amendments, and gift and estate tax return preparation.
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CONSERVATORSHIPS
We assist clients in conservatorship proceedings so that they may assume the responsibility of taking care of a loved one who is physically unable or financially incapable of taking care of himself or herself.
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TRUST AND PROBATE LITIGATION
We assist clients who have been wrongfully denied their rightful share in a decedent’s estate by representing them in contested matters, including will contests and probate and trust litigation arising from incapacity, undue
influence, fraud, duress, breach of fiduciary obligations, failure to properly account for and mismanagement of estate assets.
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