Can you run it? | Estate, Business, Tax Planning & Family Law
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Estate, Business, Tax Planning and Family Law Services 

 

Lori Hulbert and her team have years of experience in the fields of estate planning, estate and trust administration, estate and trust litigation, guardianships , conservatorships and family law. Lori and her team are here to compassionately assist people, families and businesses in difficult situations by offering excellent legal services and outstanding customer service. To learn more about the services provided and the team, please click the links below:

Estate Planning and Tax Planning

Full Estate and Tax Planning Services with Intricate Attention to Detail. Lori Hulbert may hold a Master’s in Taxation, but you will often hear her say that the tax tail should not wag the dog. It is imperative that your estate planning attorney ask you first and foremost what it is that you want to accomplish, then work with you to determine how to make the words on the paper achieve your goals. Estate Planning often encompasses what are described as “ancillary documents.” They include, but are not limited to, the following:

  • General Durable Power of Attorney
  • Medical Power of Attorney
  • Living Will
  • Personal Property Memorandum
  • Declaration and Disposition of Last Remains

These are some of the most important documents that a client can have in place. It is important to know that your documents are consistent and do not contradict one another. Where there is contradiction, litigation is likely to follow.

Family Law

Divorce is one of the worst legal issues people may have to endure. Lori Hulbert and her team understand the difficulty of divorce and have provided divorce and separation assistance to clients to obtain the best possible results, including in the following areas: divorce, child custody, child support, visitation rights, debt division, father’s rights, grandparent issues, paternity, adoption and allegations of abuse.

Business Planning

SGR provides representation related to advising, formulating and drafting contracts related to various entity structures.

Estate Trust, Estate and Probate Litigation

It is not unusual estate or trust conflicts. If you are facing a situation where estate litigation may be required, please reach out right away. We provide dependable advice and skilled representation in the event of a dispute regarding probate issues. We advise our clients about the strengths and weaknesses of their positions and the litigation strategies best suited to a given objective and the practical implications of the course of action. Our lawyers do not recommend litigation alternatives unless what you stand to gain or protect can justify the expense and time involved.

Protected Persons: Guardianship and Conservatorship

It sometimes becomes necessary to seek a Guardianship and/or Conservatorship for an adult or a child. We can assist with establishing and navigating these issues.

The Estate and Family Law Team

Click the links below for additional information related to the SGR Estate and Family Law team: