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Estate Planning

Attorney Giannina Lynn can help with all aspects of trusts and estates issues, including:

  • Estate planning
  • Estate tax issues
  • Personal Representative duties
  • Guardianship
  • Living wills
  • Living trusts
  • Probate
  • Probate and will disputes
  • Will drafting and execution

When devising an estate plan, we will first email you a client information form for you to complete and bring to your initial session to help you determine: (1) what assets you have; (2) which assets will pass through probate and which assets will pass through beneficiary designation or joint ownership; (3) whom you wish to share in your estate; and (4) whom you want to manage your estate when you pass.  If you have minor children you also need to decide whom you want to take care of your children and whom you would want to take care of your children’s money.  Also, you need to consider whom you would want to handle your finances if you become incapacitated and whom you would want to make health care decisions if you could no longer could do so.
Generally there is an initial visit to discuss these matters, the documents are then drafted and mailed, and the client returns for a second visit to sign the documents.

Probate
Ms. Lynn assists personal representatives (formerly called executors) in all steps of the  process of probating a will in D.C. and Maryland including:

  • creating a plan of action to probate the estate fairly and expeditiously;
  • filing the will and petition for probate with the Register of Wills;
  • transferring assets from the decedent to the estate;
  • paying taxes and other debts;
  • locating beneficiaries;
  • hiring professionals and experts when necessary;
  • drafting inventories and accountings.

Probate disputes
When disputes arise, the office also handles contested matters in D.C. and Maryland.