The Law Office of Denise Perelli-Minetti

Estate Planning

Establishing an estate plan and securing your future is one of the most important steps you can take for you and your loved ones. At a minimum an adult should have a Will that distributes property and names guardians for any children.

Anyone with substantial assets (real property, business interests, investments, etc.) should consider using a Trust. Managing assets in a Trust minimizes taxation and eliminates the delays and fees associated with a probate administration. Most importantly, a trust can be used to ensure that your loved ones are cared for long after you have passed on, and/or that your charitable wishes are fulfilled.

Estate planning encompasses so much more than Wills and Trusts. An estate plan consists of, in addition to a Will and Trust, a Durable Power of Attorney for Financial Decisions (to appoint an agent to handle financial affairs in the event of your incapacity) and an Advance Health Care Directive (to make your healthcare desires known and appoint an agent to make medical decisions on your behalf if you are unable) are included in every estate planning package. The Law Office of Denise Perelli-Minetti will prepare the documents necessary to properly fund your Trust.

The Law Office of Denise Perelli-Minetti assists clients in preparing and drafting an Estate Planning, which includes Trusts, Special Needs Trusts, Wills, Durable Power of Attorney and Advanced Health Care Directives that is specific for your family‚Äôs needs.  

Estate Planning Maintenance

The Law Office of Denise Perelli-Minetti offers an Estate Plan Maintenance Program exclusively for her clients. This program allows, for a low annual fee, the client to contact our office with questions about their estate plan throughout the year and, around the anniversary date of the signing of your estate plan documents. Meetings can be arranged to meet with an attorney either in person, or by telephone to discuss any changes that may be necessary to your plan and whether all assets that should be in your trust are, in fact, titled in your trust's name.  

As part of this maintenance program, the Denise will draft any minor changes, such as changes in beneficiaries, that may needed for your plan at no additional charge.  

If major design changes are needed, Denise will work with you to incorporate those major changes into your estate plan upon an agreed upon fee.  

Estate Administration

Denise represents clients in Probate and Trust Administration, by representing estate fiduciaries and beneficiaries and assisting in the administration of the estate, as well as the protection of the interests of beneficiaries.