Our Practice Areas and our valued clients

"PROTECT THOSE YOU LOVE"      At the end of day, this mantra is the core value of our work at Treveri Law, which means that every document we prepare, every meeting we have and every client we agree to work with understands that Estate Planning is the process by which they can best prepare for and care for their loved ones with their eventual disability or passing.  Thus, our practice areas reflect the areas of law that we may draft legal documents which will impact our clients and their families but at the end of the day, whether it is for a family, a Gen-Y or Z young adult, a Boomer, a Silent Generation member or a Gen X Business owner, it is all a matter of educating and working closely with our clients to understand the impacts of the legal, financial, tax and healthcare systems on them and their families now and in the future. 

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Whom will you PROTECT? 

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Our ESTATE PLANNING Clients - 

Our philosophy towards personal and family estate planning has always been to provide relationship based-services to our clients. We believe that signing legal documents is really the beginning of our journey rather than the end.  Because estate planning, even for a single individual, whether young or old, wealthy or not, is a fluid legal process, finding a Trusted Advisor, regular open and honest conversations and periodic updates are a must.  

We represent all families and business owners throughout varying stages of life including:

-   Traditional two parent families owning property, maybe even small businesses wishing to provide for and protect their children, young adults and future generations; 

-  Single parents needing to make sure there is a safety net for their children in case something happens to them; 

- Families with parents who may need some guidance on preserving assets while finding resources to pay for long-term care needs. 

- Parents of children with special needs, addiction, divorce or money problems who need to establish ways to protect their assets for their children and to distribute to heirs in ways that will protect them; 

 - New parents with developing assets who want to prevent their children from a foster-care placement if something happens to them; 

- New young Adults who may be leaving home but still need the support network of parents in the case of incapacity; 

- Senior citizens (Boomers or the Silent Generation) who deserve our respect and assistance with designing planning documents for dwindling assets and maybe even medicaid guidance; 

-   Blended families negotiating the challenges of creating new relationships while being sensitive to and protecting against family discord at the time of an incapacity event or death in the family;

 

-  Business Owners needing to establish internal plans in case of the unexpected death, disability, divorce or distress of the owner or partner;

-   Probate proceedings for families who did not plan, or for those who did not properly add assets to their trusts

-    Trust administration  and assistance for appointed family trustees who do not have the background in managing legal and financial assets of a recently departed loved one.