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Estate Planning Case Summaries

Representative Estate Planning Matters handled by the Gemma Law Office, P.C.

Scenario A: Young couple wishes to establish a foundational estate plan to address their current concerns and goals, especially if they have young children or are planning to start a family. We develop an individualized plan that incorporates planning for disability or death of a parent, as well as planning protection for their dependent children.

Scenario B: Financially established individuals or couples, who often have dependent loved ones, wish to develop appropriate estate plans. We collect detailed information and put together a comprehensive and individualized plan that provides for continued management of their business and financial affairs as well as the protection of their family in both disability and death. Planning is particularly important in cases of taxable estates, dependent loved ones, divorce, children who are not good with money, and second marriage circumstances.

Scenario C: Older couples who never created an estate plan, wish to have their estate plans reviewed, or wish to create an estate plan that addresses current concerns, particularly the care and protection of one another, should one or both of them require significant medical services or nursing home care.

Representative Probate Administration Matters handled by the Gemma Law Office, P.C.


Scenario A: Client, nominated to be the legal representative of the estate, such as the Executor or Executrix, and seeks to probate the last Will of the deceased through the Probate Court. We assist client to file the petition to probate the Will and then carry out the necessary actions throughout the probate process, including the preparation of the final accounting and distribution of assets.

Scenario B: Same as Scenario A, except the deceased either left no Will, the surviving family cannot find a Will, or the deceased had more than one Will.

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