We believe in strengthening and protecting families across generations


A comprehensive plan is the best way to ensure that you and your loved ones are cared for in difficult times. Below is a list of the ways we can help.

ESTATE PLANNING

Estate planning is crucial for clients looking to provide for their loved ones’ futures by keeping their estates out of probate and directing how assets will be managed, and how minor children (or family members requiring special care) will be cared and provided for. (Probate is a long, often expensive, and sometimes invasive process requiring a court order. Guardianship and Conservatorship proceedings also require court orders and can be lengthy and uncomfortable processes.)

A well-crafted Estate Plan allows for peace of mind in knowing that one’s affairs are in order and that loved ones will be provided for while being spared as much discomfort as possible.

Estate Planning Includes:

  • Revocable Trusts
  • Wills
  • Irrevocable Trusts
  • Advance Healthcare Directives
  • Powers of Attorney
  • Transferring Real Property & Business Assets into Trusts

Ramer Law Firm is focused solely on Estate Planning and Trust Administration

This approach allows us to tailor to our clients’ needs and to provide them with a more responsive experience than they will find at larger firms and without having to pay big firm rates.

TRUST ADMINISTRATION

We work with trustees/executors, heirs, and beneficiaries to navigate a post-death world by ensuring the terms of the Estate Plan are methodically carried out and that all statutory requirements are met on a timely basis.

Neal’s experience as a psychologist allows him to better counsel grieving clients and families as they traverse difficult and unfamiliar terrain.

Trust Administration Includes:

  • Review of trust documents
  • Drafting new trust certificates
  • Transferring trust assets to sub-trusts and/or distribution to beneficiaries
  • Obtaining tax identification numbers for irrevocable trusts
  • Providing notices to beneficiaries
  • Working with tax attorneys and accountants to ensure tax returns are properly and timely filed
  • Marshalling of assets
  • Using Disclaimers and other post-death devices in order to achieve the most favorable estate tax
    outcome