Apelis Law Office

Estate planning with wills, trusts and powers of attorney to ensure your assets are distributed in the manner you wish.  This involves using tax efficient methods and avoiding the probate process.

Estate planning taking the aging process into consideration.  This includes planning with trusts, wills, and powers of attorney.  We offer full service elder law services including working with our geriatric care manager who is a licensed social worker to guide you through the care management and placement process.

Estate administration through the terms of a revocable or irrevocable trust.  We advise fiduciaries of their responsibilities and roles in the trust administration process.

Estate administration through the probate process under court supervision.  We advise fiduciaries of their responsibilities and roles in the probate estate administration process.

Planning for individuals with taxable estates to plan in a tax efficient manner.  This includes the transfer of wealth to your spouse, family members or to charitable organizations.

Advising estate planning clients on business succession planning whether it involves the transition of a closely held corporation to the next generation or selling the business.  We work closely with your professional advisors and business counsel.  We ensure your business assets pass efficiently and avoid probate through proper trust planning.