Estate Planning


Estate Planning

Panagopoulos Embry offers a wide variety of estate planning and administration services. We represent Trustees, Executors, and Beneficiaries in a wide variety of matters including, probate, and trust administration matters. Our estate planning division also assists clients in the creation of their estate plan including the preparation of various documents including: Trusts, Wills, Power of Attorney Documents, and Funding services including deed preparation, assignments, and other instructions and guidance.

Each of the documents mentioned above have specific and different functions. In many instances, a solid estate plan will require the integration of several documents into a comprehensive portfolio. Each estate plan is custom tailored to effectuate the plans of the client so that their wishes and intentions are honored during both their lives, and the lives of their loved ones.


A representative sample of the kinds of documents and programs we create include:

  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Charitable Trusts
  • Grantor Retained Annuity Trusts
  • Qualified Personal Residence Trusts
  • Spendthrift Trusts
  • Supplemental Care Trusts
  • Wills
  • Durable Powers of Attorney for Asset Management
  • Durable Powers of Attorney for Healthcare
  • Gift Plans
  • Business Succession Plans

Through the proper use of these instruments Panagopoulos Embry can assist clients to carry out their objectives.


Asset Protection and Privacy

There is a current trend to seek out asset protection strategies from estate planning attorneys. In many cases, Panagopoulos Embry can help a client implement a program that provides for optimized privacy and asset protection. However, it is important that clients understand that no lawyer can implement programs for the purpose of thwarting creditors. It is illegal and unethical.

However, if you are facing or anticipating a crisis Panagopoulos Embry is able to provide sound guidance that is founded on well settled law and will mitigate your risk exposures, as well as help you to protect those assets which matter most.

There is no better time to plan for the protection of your assets than before your liabilities arise. Proactive planning can be the difference in keeping all that you have worked for, or losing it as a spoil of litigation or impaired judgment.