Estate Planning ---

A very personal experience involving numerous choices that will govern and impact the financial stability and future of you and your beneficiaries. At Wilkinson & Wilkinson, we explore a full range of important personal and economic issues providing our clients with experienced and knowledgeable legal and ethical guidance, working to help resolve questions and challenges constructively, thoughtfully, and cost effectively. Estate considerations we cover include:

How you can best provide for your family and other responsibilities in the event of your disability or death
Ensuring proper care for disabled beneficiaries, whether they are dependents or parents
Minimizing the financial burdens on your estate, such as taxes and creditor claims
Determining who should manage and administer your estate, care for your beneficiaries, and manage funds in the future
Maintaining your financial values and fostering family harmony



 
Patricia Jo Wilkinson is a former Assistant U.S. Attorney and is an accomplished trial attorney who handles all will, trust, elder abuse, and tax disputes for the firm.

Conrad M. Wilkinson (M.S. Tax) counsels clients in complex trust, tax, and family enterprise succession planning matters.




Link to Martindale-Hubbell Lawyer Locator

Each attorney in our firm is a Certified Specialist in Estate Planning, Probate, and Trust Law and a Certified Specialist in Elder Law. We serve as counsel to the estates (probate and trust) of decedents, guiding families and other beneficiaries through both routine and complex trust and probate administration, including liquidation or transfer of estate assets and preparation and filing of estate and gift tax returns.

Our client's financial well-being is the heart of our practice and in the 14 years since we first opened our doors, we've established close relationships with many of our clients. Review the topics in our website to see how we may be of benefit to you. Please give us a call to arrange for an appointment to discuss your specific situation or if you prefer, contact us by e-mail.

(909) 482-1555

pat@wilkinsonandwilkinson.com    or    conrad@wilkinsonandwilkinson.com

This website is designed for general information only.
The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.
Persons accessing this site are encouraged to seek independent counsel for advice regarding their individual legal issues.