Wills and Probate Administration

As an attorney well-versed in both tax and financial advising, Karla Y. Vogel is prepared to guide you through the maze of personal finance and assist you in designing a holistic plan to help you meet your financial objectives. Whether dealing with crushing debt, establishing plans for saving disposable income, or charting ways to reduce taxes on investments, Vogel Law Office, LLC can provide recommendations most suitable for your needs. Some of the tools available to help you accomplish your financial goals include:

Estate Planning

  • Last Will and Testament
  • Advanced Health Care Directives (Living Wills)
  • Financial Powers of Attorney
  • Petitions for Guardianship/Conservatorship (Minors/Adults)
  • HIPAA Release
  • Gift, Estate and Trust Tax Preparation (IRS Forms 709, 1041)

Probate Court Litigation

  • Will Disputes, including
  • –Caveat – Objection of Will (Undue Influence, Coercion, Duress, Lack of Capacity)
  • –Caveat – Objection to Personal Representative
  • –Caveat – Objection to Conservator
  • Petition for Accounting
  • Beneficiary Claims
  • Mismanagement Claims
  • Guardianship or Conservatorship Disputes

Trusts – Drafting and Administration

  • Revocable and Irrevocable Trusts, including
  • –Life Insurance Trusts
  • –Asset Protection Trust
  • –Charitable Trust
  • –Generation-Skipping Trust
  • –Spendthrift Trust
  • –Tax Trust By-Pass
  • –Totten Trusts

Trust Disputes and Litigation, including

  • –Trustee Misappropriation
  • –Trustee Mismanagement / Fraud