Louisville Estate Planning, Estate Administration, Wills, Trusts, Probate Law and Business Law Attorneys with over 50 years of combined experience.

Assisting clients with all a aspects of Estate Law including:

Estate Planning

We assist individuals in structuring their asset ownership to maximize the enjoyment of their wealth during their lifetime, while maintaining control over their property and their person in the event of disability. We specialize in helping clients with young children, often using wills with trusts to manage the children's inheritance, and naming guardians in the will for their care if the need arises. We help clients transition their property to a surviving spouse, family members, friends, or charities, with a view toward minimization of taxes and expenses. Documents include revocable and irrevocable trusts, wills, powers of attorney, and living wills with health care surrogate designations.

Special Needs Trusts

We advise clients regarding the protection of assets for beneficiaries with special needs and disabilities, guiding them through the tax implications and government support issues.

Planning for non-traditional families

We provide estate planning for families with stepchildren, children from previous relationships, and non-married couples with the use of trusts, gifting, and prenuptial, postnuptual and cohabitation agreements.

Probate Administration

We advise and guide individuals and beneficiaries through the Probate process, whether intestate (without a will) or testate (with a will). We also are experienced in the handling of Will contest matters, breach of fiduciary duty actions, and property title disputes.

Guardianships

We counsel family members and other individuals on the advisability of seeking a guardianship or conservatorship for minors, the elderly or disabled. We represent and guide clients through the process of filing a petition for guardianships and conservatorships.

Business Law

Carrie and David both have undergraduate degrees in Business Administration. We provide clear, practical, and timely legal advice to businesses and their owners on a wide range of operational matters and complex legal issues. These include: reviewing, drafting, and negotiating numerous types of commercial agreements, assisting on business formation matters, and drafting and negotiating buy/sell agreements among business owners. We help clients create corporations, limited liability companies, S-corps, and non-profit organizations. In addition, we are experienced in the drafting of Bylaws, Articles of Organization, Operating Agreements, and Partnership Agreements. We have also handled many contract disputes.

Real Property Disputes

We are experienced in the handling of real property disputes, including adverse possession claims, boundary line and disputes, and partition actions.

Litigation

We also handle litigation (law suits in court) in all of the above legal areas, including business disputes, lease disputes, will/estate claims, contract disputes, and injury claims.

Professional Associations and Memberships