Wills and Trusts

         Bruce Smith has helped numerous families with their estate planning. He understands the use of wills, living trusts, life insurance trusts, powers of attorney and advance medical directives (living wills). Planning is not a one size fits all proposition. He knows the importance of asking questions and listening to the client's needs and then coming up with a solution that addresses that person's unique concerns.

Probate

         When a family member has died, with or without a will, there are many details to be handled. It can be a long and complicated process. Mr. Smith understands that process and he can help guide clients through the important decisions which must be made and deadlines which have to be met. Mr. Smith helps these families transfer real property and other assets, satisfy outstanding debts, make the requisite filings with the Commissioner of Accounts office and handle any details relating to other assets such as life insurance and TOD/POD securities and accounts.

Fiduciary Litigation

         In some instances, family disputes arise over a will or the handling of a trust. The law gives broad power to executors, administrators and trustees but it also places great responsibility on them to conduct themselves with integrity. Because of his litigation experience, Mr. Smith can advise clients about their rights and help pursue or defend claims of breach of a fiduciary's duties.




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