Trusts and Estates

Bauman & Associates can prepare the estate planning documents you need. We assist you

with planning and drafting your wills, trusts and estate documents. Estate planning for New

York residents is provided from our Syracuse, New York office. Our Nevada clients are

serviced from Las Vegas.

Preparation of wills
Preparation of living trusts
Preparation of irrevocable trusts
Durable power of attorney
Medical power of attorney / health care proxy
Living wills
Asset preservation
Charitable giving
Amendment and termination of estate planning documents
Quitclaim deeds to place real estate assets in trust
We also provide coordination for witnesses and notary public for the signing of your estate planning documents.

Avoidance of Probate. Trusts can be used to pass assets without going through probate. This can reduce costs and delay.
Improved Program Eligibility. Moving assets out of your name and into a trust may help clients with the eligibility requirements necessitated for state and federal programs such as Medicaid.
Tax Benefits. Irrevocable trusts can remove assets from your estate, thus reducing estate taxes.
Privacy. When assets are distributed under a will, a probate proceeding is filed, which is a public court filing. Trust documents, on the other hand, are private.
Asset Protection. A properly drafted trust can help protect your assets from creditors and ensure that they are safely transferred to your beneficiaries.
Control. Living trusts can permit you to continue to control your assets and funds during your lifetime.