Holm & O’Hara LLP Urgent Planning

Life is full of unexpected events.

Sometimes we have the leisure to plan.

And sometimes we don’t.

When your family is facing a crisis, the last thing you want to think about is going to a lawyer’s office. That’s why Holm & O’Hara LLP offers Urgent Planning. After just one brief call or email, we’ll schedule time for one of our trusts and estates attorneys to meet with you and help ensure that your wishes and concerns are respected.

Our Services

Our services include a full range of illness contingency, end of life, trusts and estates planning and estate administration:

Fundamental Estate Planning

Wills
Advanced directives
Healthcare proxies
Durable powers of attorney

Advanced Estate Planning

Irrevocable Life Insurance Trusts (ILIT)
Charitable Remainder Unitrusts (CRUT)
Grantor-Retained Annuity Trusts (GRAT)
Living trusts
Family limited partnerships
Family foundations
Charitable organizations

Estate & Trust Administration

Probate
Administration
Estate tax returns
Fiduciary accounting services
Estate tax audit representation (state and federal)
Surrogate’s court representation (contested wills, accountings, fiduciary removal, etc.)
Emergency real estate management