Estate & Trust Planning

Are you ready to talk to an attorney to plan ahead for your wishes when you are gone?

As your lawyer my Estate & Trust Planning practice involves handling the preparation and filing of Last Wills and Testaments as well as codicils, and I also provide clients with Advanced Directives for Health Care.

As your attorney I will also handle the preparation and execution of trusts; including reviewing the tax implications for transferring property into trust or as life estates versus decreeing through the estate at death.

When there is a death, As your lawyer I handle full estate representation, from documents and filings of petitions to the opening of an estate, contact with all interest persons, heirs, beneficiaries, contacts with creditors and banks or financial institutions, attendance at court hearings, accounting for the estate inventories, assets and debts, through to the distributions and closing of the estate. I will also assist in the liquidation and sale of assets of the estate.

I practice primarily in the Probate Divisions of Grand Isle County, (South Hero, Grand Isle, North Hero, Alburgh and Isle LaMotte), Franklin County, and Chittenden County units.

If you would like to talk to me further as an attorney who can help your with your will, trust, or an estate, please click here to contact my office.

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"The information contained in this Web site is being made available as a public service by the firm of David C. Carter, P.C. Neither the information posted here nor any materials provided are intended to constitute legal advice. We do not guarantee the accuracy of posted information or the accuracy of other sites given links herein. No one shall be entitled to claim detrimental reliance on any views, forms, or models provided herein, or to claim any duty on our part to update the information contained here or to protect the interests of those accessing this Web site. The receipt and/or distribution of materials including the use of private electronic mail DOES NOT constitute the formation of any attorney/client relationship. That relationship can only be formed upon the execution and delivery of a written retainer agreement and the satisfaction of the conditions contained therein.