Wills/Trusts/Estate Planning/Special Needs Trusts/Probate

Our Wills, Trusts, Estate Planning, Special Needs Trusts, and Probate Lawyers can Answer Many of your Questions about Wills, Trusts, Estate Planning, Special Needs Trusts, and Probate in Georgia, and we specialize in Drafting Wills, Trusts, Special Needs Trusts, providing guidance in Estate Planning, and representing people through the Probate Process in Georgia.

At Julie A. Rice, Attorney at Law, & Affiliates, our Wills, Trusts, Estate Planning, Special Needs Trusts, and Probate Attorneys are experts in drafting Wills, Trusts, Consulting and Drafting Estate Plans, and representing people in Probate matters all to your specifications. We have over 20 years of experience in Estate Planning and are able to assist you with all of your Wills, Trusts, Estate Planning, Special Needs Trusts and Probate questions that you may have about Wills, Trusts, Estates, Special Needs Trusts, and Probate in Georgia. You may contact us for your free consultation by any or all of the following means by phone at (770) 865-8654 and (813) 363-6664, by email at juliericelaw@outlook.com, and Contact Us on our website. We are here to assist you and answer the many questions that you may have about these issues in Georgia.

We can answer many questions you have about a Will including questions such as, but not limited to:

  1. What is a Will?
  2. What Property is Distributed Under a Will?
  3. Who can Receive Property Under a Will?
  4. Who Needs a Will?
  5. Why do I Need a Will?
  6. What are the Requirements for a Valid Will in Georgia?
  7. How Long Does my Will Remain Valid?
  8. What Effect Does my Subsequent Marriage, Divorce, Birth, or Adoption of a Child have on my Will?
  9. Can my Will be Changed or Revoked?
  10. Who should Write my Will?
  11. How much does a Will Cost?
  12. Is my Will from Another State Valid in Georgia?
  13. What is Probate?
  14. Should I try to Avoid Probate?
  15. What is a Living Will?
  16. What about Estate Taxes?

These are just a few of many questions that you may have about a Will in Georgia and only an Attorney who has extensive experience and expertise in drafting Wills can adequately answer these questions for you, and, since the law on Wills in Georgia is constantly evolving and changing, you need a Lawyer that specializes in this particular area of law and not an attorney who only drafts a will on occasion. Our Estate Attorneys are specialists who only draft Wills, Trusts, Estates, Special Needs Trusts, and Consult with and Represent Clients in Probate Matters in Georgia so you can be assured that you are receiving the proper and most current legal advice in this most important matter in your life.

Special Needs Trusts is an area of law that also requires expertise. Our Estate Lawyers specialize in this area of practice and know the current law and requirements of Special Needs Trusts in Georgia and what is required to draft the appropriate Special Needs Trust for your particular situation. As with Wills, you need a Lawyer who specializes in Special Needs Trusts not an Attorney who only drafts a Special Needs Trust on occasion.

Some of the questions that arise when drafting a Special Needs Trust in Georgia include, but are not limited to:

  1. What kind of Special Needs Trust do I need for my particular situation?
  2. What is a “Self-Settled” Special Needs Trust?
  3. What is a “Third-Party” Special Needs Trust?
  4. What is a “Sole Benefit” Trust?
  5. What is the distinction in the type of trust for a SSDI/Medicare Recipient, a Medicaid Recipient, and a person receiving Veterans’ Benefits?
  6. What are Means-Tested Benefit Programs?
  7. What is the Limitations of Assets?
  8. What is Deeming?
  9. How will these, and other, issues be defined in the Special Needs Trust such as the Home, Upkeep and Utilities, Clothing, Phone/Cable/Internet Services, Vehicle Insurance/Maintenance/Gas, Pre-paid Burial/Funeral Arrangements, Tuitions/Books/Tutoring, Travel/Entertainment, Household Furnishings/Furniture, Television/Computers/Electronics, Durable Medical Equipment, Care Management, Therapy/Medications/Alternative Treatments, Taxes, Legal/Guardianship and Trustee Feeds, Loans/Credit Cards/Debit and Gift Cards, and Trust Administration and Accounting?
  10. What should be the Trustee and What are the Duties of the Trustee?
  11. Should there be a Bond associated with the Special Needs Trust?
  12. What about Titling of Assets?
  13. What are the Accounting Requirements?
  14. What needs to be Reported to Social Security?
  15. What needs to be Reported to Medicaid?
  16. What needs to be Reported to the Court?
  17. What about Modification of the Trust?
  18. What about Wrapping up the Trust?
  19. What is a Grantor Trust?
  20. What is a Non-Grantor Trust?
  21. What is a Qualified Disability Trust?

These are just a few of the many questions that you may have when faced with the situation of needing a Special Needs Trust in Georgia and only a Lawyer who specializes in drafting Special Needs Trusts can answer these questions for you. As we say, Special Needs Trusts require Special Needs Attorneys. At Julie A. Rice, Attorney at Law, & Affiliates, we are experts in Wills, Trusts, Estate Planning, Special Needs Trusts, and Probate Matters as well as draft Wills, Trusts and Special Needs Trusts to your specifications, and plan Estates to your needs and desires as well as Consult and Represent clients in Probate Matters of all levels of complexity in Georgia.

We have over 20 years of experience in Estate Planning and are able to assist you with all of your Wills, Trusts, Estate Planning, Special Needs Trusts, and Probate Consultation and Representation Needs. You may contact us for your free consultation by any or all of the following means by phone at (770) 865-8654 and (813) 363-6664, by email at juliericelaw@outlook.com, and Contact Us on our website. We are here to assist you and answer the many questions that you may have about these areas of law in Georgia.

Administering a Special Needs Trust