The first goal of our Wills, Probate and Estate Planning Department is to honor the intent of our clients.  Brian Hanis, Patrick Hanis and Dennis Shanlian work with our clients to develop individual plans for their particular needs and circumstances.

For some clients, the focus of an estate plan is to conserve hard-earned wealth by minimizing the impact of taxes on loved ones; for others, the greatest concern may be to ensure the succession of ownership in a family business, to safeguard the financial means of family members, to contribute to the success of a favorite charity, or to meet as many of these goals as possible.  In every instance, our path is clear, we listen to what the client wants, we analyze available strategies, we explain options plainly, and we provide clients with the legal means to carry out their intent with the greatest timeliness and cost-efficiency.

The attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements. Our services include domestic financial agreements such as prenuptial, post nuptial, and community property contracts; both simple and complex wills; revocable and irrevocable trusts; powers of attorney; health care directives; business succession plans; and charitable trusts.

We offer counsel throughout the process of identifying your needs, creating your plan, and ensuring its effective implementation.

 

We will also assist you in coordinating beneficiary designations for such assets as retirement accounts, pensions plans, and insurance policies, so that the disposition of your non-probate assets is consistent with your overall estate plan.  Our department also represents family members in probate actions and offers guidance to the administrators of existing estate plans.

Although the process of grieving is never without difficulty, the presence of a sound plan for settling property questions, ensuring the continuity of a business, or securing a financial future for family members can do much to remove unnecessary burdens that might otherwise face those that are left behind.  Brian Hanis,  Patrick Hanis and Dennis Shanlian are here to help you with this important planning.