Trusts & Estates
Aloia Roland offers competent legal representation in the practices areas of:
- Probate administration
- Trust administration
- Estate planning
- Tax planning
- Guardianship and incapacity proceedings
- Probate litigation
- Trust litigation
- Guardianship litigation
- Homestead litigation
At Aloia Roland, we understand that the death of a loved one is a tragic event that is often the most difficult time in a person’s life. Not only does one have to deal with the grief and emotions of losing someone close, but oftentimes there is confusion and uncertainty about the legal steps that need to be taken after this tragedy. Our role is to eliminate confusion and uncertainty by guiding you through the process of settling your loved one’s probate estate or trust in an efficient and competent manner.
The failing health and incapacity of a loved one can pose similar challenges. Although it is desirable for a loved one to maintain their independence to handle their affairs, sometimes this becomes impracticable due to the loved one’s failing or lack of capacity. In these situations, it is often necessary to consider whether a guardianship is essential. This will ensure that the loved one is receiving quality medical care, has a suitable social environment and is not subject to being the victim of exploitation. At Aloia Roland, we understand the difficult considerations involved when one chooses to institute incapacity and guardianship proceedings to protect a loved one. It's our role to actively assist our clients as they navigate through this overwhelming process.
The difficulties and complexities that occur upon death or incapacity can be alleviated, and in some situations avoided, by proper planning. Despite the difficulty of contemplating one's own passing, it's vital to have your affairs in order. At Aloia Roland, we prepare our clients' estate planning documents and provide guidance and direction to family members and loved ones while administering their estates and trusts after their deaths.
We work with our clients to ensure their estate planning documents meet their specific circumstances, which may include complex family situations, estate, gift, and generation-skipping tax considerations, business succession considerations, or asset protection considerations.
Finally, despite proper planning, the complexities of probate and trust administration or guardianship and incapacity proceedings may inevitably lead to issues that must be resolved through litigation. While other law firms devote its practice to trusts and estates and guardianship law, many refuse to represent clients in litigated matters. Aloia Roland distinguishes itself by litigating contested trusts and estates and guardianship matters, embracing its reputation as a robust litigation firm. At Aloia Roland, we are mindful of the dynamic family situations and relationships that can be challenged while litigating trusts and estates and guardianship matters. Unfortunately, in many situations, family members and loved ones are pitted against one another. However, we rely on our experience and legal knowledge to advise our clients and work with them to achieve a positive outcome.
Robin Merriman focuses his legal practice in the areas of probate and trust administration in probate and trust administration, estate and tax planning, guardianships, probate and trust litigation, and guardianship litigation. To schedule an appointment, contact the office at (239) 791-7950.