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Practice Areas

Estate Planning

Estate planning involves providing protection to the client, clientís family, and the clientís resources.  We accomplish these goals by various means including, but not limited to, the preparation of many types of documents, including wills, trusts, durable powers of attorney, and even business succession vehicles where necessary. The goal is to protect the clientís family and resources from injury due to the clientís beneficiariesí limitations (age, lack of maturity, disability, inability to manage assets, etc.) or due to the involvement of public entities (Probate Court, governmental taxing authorities).  Our attorneys will assist the client in establishing their estate plan by counseling them of the consequences of their planning decision on their family or finances and will discuss the approach the client believes will best suit their interests. Every adult, regardless of their current financial or family situation, needs some type of estate plan that may include at least one of the documents listed above.

Conservatorship

A conservatorship is typically established for an incapacitated individual who does not have any estate planning. Our attorneys can also prepare estate plans that assist in protecting the conservator and the conservateeís resources.

Probate

Probate is the administration of a deceased personís estate when the decedent died without an estate plan or with a Last Will and Testament. Our attorneys will assist with all legal filings and will advise the administrator or executor of the estate on post-mortem business, tax, and estate planning matters.  Persons named as executors or administrators of an estate or, where no one has been named, persons who are descendants of the deceased person could benefit from the probate expertise of the attorneys at Copenbarger & Copenbarger LLP. Probate proceedings assisted by our law firm involve the transfer of the deceased personís assets without formal court proceedings when possible.

Trust Administration

Copenbarger attorneys are equipped to assist successor trustees in navigating the process of administering a trust after the settlorís death or incapacity.  We will help the trustee to fulfill several legal requirements, will guide the trustee through the administrative process, and will advise the trustee on income and estate tax issues and in preparing estate tax returns. The goal is to provide the trustee with the maximum amount of protection from both public and private interests. Administering a trust can be difficult and confusing.  Anyone who is currently administering a trust or who will someday be responsible for the administration of a trust could benefit from our expertise.

Tax Planning

Tax planning is used to minimize the clientís income and estate tax consequences for their estates through the use of business entities, trusts, and other tax strategies and is essential for those who believe they are subjected to too much tax.

Business Formations

The attorneys at Copenbarger & Copenbarger, LLP. can assist clients in the establishment of business entities by counseling the client on the type of entity that will satisfy the clientís objectives, by preparing and filing the necessary documents to ensure that the entity has been established as required by law, and by maintaining ongoing business counsel relations with the client after the entity is established. We would be happy to assist anyone establishing a new business or managing a current business that needs representation due to legal, tax, or corporate governance matters.

The information contained on this site is general in nature, may not reflect current law, and is intended for general interest only. The makers of this website and the law firm associated therewith are not in any way liable or responsible for content errors or omissions or for third-party content accessed through or linked to this site. Information herein is not intended to construe legal advice nor is it to be relied upon by persons visiting the site.  The information on this site does not in any way substitute for legal advice from a licensed attorney in your state.  For specific, comprehensive, up-to-date information or for help with a particular factual situation, seek an opinion from a licensed attorney in your state. This firm does not desire to represent clients based solely on their review of this website, rather every attorney-client relationship must comply with strict legal and ethical requirements. Therefore, the sending or receipt of information contained on this website does not form an attorney-client relationship.  DO NOT send confidential information via email to anyone associated with this site unless authorized to do so by an attorney in our firm.  Should a question or problem arise regarding the content of this website, as the managing partner of the firm, Lloyd Copenbarger is the attorney responsible for the content of this website and he may be reached at 800-244-8814.