With Pelham PLLC
Get Estate Planning That Protects Your Family, Assets, and Future
Your life, your legacy, secured with legally sound wills, trusts, and long-term strategies. Pelham PLLC helps you make clear decisions today that protect your loved ones from confusion, delays, and unnecessary costs tomorrow.
Schedule Your Estate Planning Consultation TodayThoughtful Planning. Trusted Guidance. Lasting Peace of Mind.
Whether you’re protecting your young family, planning for retirement, or securing a legacy for future generations, our estate planning services are designed to meet you where you are and take you where you want to be.
We help individuals and families create clear, legally sound plans that preserve wealth, honor values, and minimize court involvement or conflict. Let us give you and your loved ones the peace of mind that comes from being prepared.
People Delay Estate Planning Because They Think
“I’m too young to think about this.”
“My finances aren’t that complicated.”
“I don’t want to talk about death.”
“It’s probably expensive or time-consuming.”
We understand. These concerns are common. That’s why we’re here to simplify it. Estate planning isn’t about predicting the future. It’s about making your wishes clear so others aren’t left to guess. If you’ve ever found yourself Googling a trust and estate planning attorney near me, that’s already a step in the right direction.
What Happens If You Don’t Have a Plan?
When someone passes or becomes incapacitated without a clear legal plan in place, loved ones are often left dealing with:
Unnecessary Taxes
Missed opportunities to reduce tax burdens and preserve what you’ve built.
Unintended Beneficiaries
Assets may end up in the wrong hands, going to people you didn’t choose.
Court Delays and Probate
Assets get tied up in lengthy legal processes.
Medical Confusion
No clarity on your care or who should make decisions.
Family Conflict
Without clear instructions, disagreements often arise over “what they would have wanted.”
A plan doesn’t just protect your legacy. It protects the people you care about most.
Our Estate Planning Services
We offer a comprehensive range of estate planning services designed to help you protect your assets, honor your wishes, and care for your family.
Core Estate Planning
Our Washington-based attorney helps individuals and families across the country create the essential legal documents every estate plan needs, from wills and trusts to powers of attorney and tax strategies.
Wills (with and without tax planning)
Direct how your assets are distributed and appoint guardians for minor children.
Revocable Living Trusts
Avoid probate, maintain privacy, and simplify asset management.
Powers of Attorney
Appoint someone to handle your finances or healthcare decisions if you become unable.
Living Wills & HIPAA Authorizations
Document your medical care preferences and allow access to your health information.
Personal Property & Gift Directives
Specify how belongings and organ donations should be handled.
Pour-Over Wills & Trust Funding Guidance
Ensure all assets are accounted for and properly directed into your trust.
Estate Tax Planning & Unified Credit Use
Reduce estate taxes and protect your wealth for the next generation.
Start with the essentials to protect your family and your future.
Advanced Trust Planning
Custom strategic tools for high-value estates, complex family needs, and long-term wealth protection.
Irrevocable Trusts
Minimize estate taxes and shield assets from creditors.
Lifetime & Testamentary Trusts
Custom plans based on age, circumstances, and protection needs.
Supplemental Needs Trusts
For loved ones with disabilities, preserving public benefit eligibility.
Grantor Retained Trusts
Minimize estate taxes by transferring future growth of your assets to beneficiaries while retaining certain interests during your lifetime.
Domestic Asset Protection Trusts (DAPTs)
Legally shield personal assets from lawsuits or creditors.
Protect your assets, reduce taxes, and control how wealth is transferred across generations.
Charitable & Legacy Planning
Support the causes you care about, while preserving wealth for your family and reducing long-term tax liability.
Charitable Trusts Remainder (CTRs)
Provide income now, with the remainder going to charity.
Charitable Lead Trusts (CLTs)
Donate during life, with assets returning to heirs.
Private Foundations
Family-led giving platforms for long-term impact.
Gift Agreements & Life Estate Planning
Give real estate or other assets, while retaining use or income.
Whether you’re motivated by faith, community, education, or the arts, we help you give with purpose while ensuring your legacy endures.
Business Succession Planning
Plan ahead for leadership transitions and legal protection.
Family Limited Partnerships (FLPs)
Centralize and transfer family wealth efficiently.
LLC Formation & Operations
Set up, manage, and protect your business structure.
Buy-Sell & Deferred Compensation Agreements
Prepare for exits, incentives, or changes in ownership.
Business Succession Planning
Transition leadership to family or third parties.
Ensure smooth transitions and protect what you've worked hard to build.
Retirement & Beneficiary Planning
Protect and direct retirement assets with tax-smart strategies.
Standalone Retirement Trusts (Conduit & Accumulation)
Control how retirement assets pass to heirs.
Custom IRA & Qualified Plan Beneficiary Designations
Align beneficiaries with your full estate plan.
Inherited IRA Trustee Guidance
Reduce errors, delays, and tax issues for your heirs.
Avoid costly mistakes and maximize your retirement assets for your heirs.
Medicaid Planning
Access long-term care without losing your life savings.
Medicaid Asset Protection Trusts (MAPTs)
Move assets out of your name while retaining some control.
Medicaid Family Protection Trusts (MFPTs)
A flexible option tailored to your care and family needs.
Access long-term care without losing your financial legacy.
Special Needs Planning
Carefully designed solutions for individuals receiving public benefits.
- Third-Party & Self-Settled Special Needs Trusts
- Parental Protection Trusts
- Medical Set-Aside (MSA) Trusts
- Secure & Hybrid Special Needs Trusts
Ensure a safe, secure future for family members with disabilities.
Trust and Estate Administration
Clear legal guidance when managing an estate, during life or after death.
Probate Administration
For estates with or without a will.
Trust Administration
Helping trustees meet legal duties and distribute assets.
Postmortem Estate Planning
Maximize tax savings after death.
Estate Litigation & Dispute Resolution
Resolve will and trust conflicts through legal counsel.
Let us guide you through every step with clarity, compassion, and legal expertise.
Trusts vs.Wills: What’s Right for You?
Choosing between a trust and a will depends on your unique goals, assets, and family situation. We help you understand the differences so you can build the right plan with confidence.
Set up a Trust-Based Estate Plan
- Helps avoid probate and court delays.
- Remains private and effective during your lifetime.
- Ideal for homeowners, blended families, or those wanting detailed control.
- Can include asset protection, tax benefits, and care instructions.
Best for control and privacy
Set up a Will-Based Estate Plan
- Requires probate after death.
- Becomes public record and only takes effect after death.
- A good fit for simpler estates, single parents, or those just starting.
- Covers basic asset distribution and guardianship for minors.
Best for affordability and simplicity
Why Individuals and Families Choose Pelham PLLC?
Focused on Both Estate Planning
and Tax Law
Your plan is built with knowledge of both federal and state tax laws. We help you protect your wealth and stay fully compliant, whatever your estate holds.
Legal Services in English
and Spanish
We provide bilingual support to make sure every client understands their options and feels confident in every decision; no language barrier, no confusion.
Direct Guidance from Your
Attorney
With Pelham PLLC, your case won’t be handed off to support staff. You’ll work directly with an experienced attorney who takes the time to understand your goals and guide you through every step of the process.
Estate Planning Isn’t Just for the Wealthy!
You don’t need a large estate to benefit from a thoughtful plan. Even a simple will and a basic checklist can make a world of difference—especially if you are:
A parent who wants to name guardians for their children.
A homeowner who wants their property to transfer smoothly.
A caregiver or spouse who is responsible for someone else’s well-being.
A retiree preparing for long-term care and asset protection.
Someone with a blended family or unique wishes who doesn't follow the default rules.
No matter your age, wealth, or family structure, having a clear plan in place offers
peace of mind, avoids unnecessary complications, and protects the people who matter most.
What Our Clients Say About Their Experience with Pelham PLLC!
Estate Planning That Stands the Test of Time!
Estate planning isn’t something you need one day; it’s something that shapes what happens on the most important day.
Estate Planning Isn’t Just for the Wealthy!
Schedule a confidential consultation to discuss your goals and how we can help secure your future.
The decisions you make now can protect your family from unnecessary stress, reduce financial burden, and ensure the life you’ve built continues with direction and dignity. It’s not about having everything figured out today; it’s about making sure nothing is left unclear tomorrow.
Pelham PLLC guides you through thoughtful, clear, and calm steps, backed by the legal foundation your future deserves.
Pelham PLLC guides you through thoughtful, clear, and calm steps, backed by the legal foundation your future deserves.
We’re here when you’re ready to plan with purpose.