Trusts and Estates

Developing an estate planning strategy that best suits your needs starts at Whelan Corrente.

Estate Planning is the implementation of legal advice and documentation to have one’s property and affairs properly in order in the event of death or disability. While the concept has been around for hundreds of years, more recently, Estate Planning has become increasingly more complex and burdensome due to the changes in tax law rules and the need to address complex multistate planning issues. Without question, having an estate plan is like having peace of mind.

Joseph R Marion III, the  chair of the estate planning department at Whelan Corrente & Flanders has years of experience to customize your estate plan and make the process easy to understand. Whether a client’s estate is large or small, Joe’s commitment is to fulfill objectives in the most appropriate manner, as every estate plan is different. 

At our first meeting, while becoming familiar with our client’s assets and goals, we will utilize a variety of Estate Planning techniques such as:

 

  • Advance Directives
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Complex Wills
  • Declarations of Domicile
  • Family Limited Partnerships or LLCs
  • Grandchildrens’ Trusts
  • Grantor Retained Annuity Trusts
  • Grantor Trusts
  • Health Care Surrogates
  • Irrevocable Gifting Trusts
  • Irrevocable Insurance Trusts
  • Living Wills
  • Postnuptial Agreements
  • Pour Over Wills
  • Powers of Attorney
  • Preneed Guardian
  • Prenuptial Agreements
  • Private Annuities
  • Private Foundations
  • Qualified Personal Residence Trusts
  • Revocable Trusts

DISCLAIMER: This website and its contents were prepared by Whelan Corrente (“the Firm”) for informational purposes only and do not constitute or contain legal advice. In some jurisdictions the content on our site may be considered advertising under various states’ ethics rules, and the information on the website is not a substitute for professional consultation or advice.

While we invite you to contact us and welcome your phone calls, letters, or electronic communications, simply contacting us does not create an attorney-client relationship and any information that you may send to any individual at the Firm will not be considered confidential or protected by the attorney-client privilege unless an attorney-client relationship has been established via a written letter signed by all parties.

The Rhode Island Supreme Court licenses all lawyers in the general practice of law. The court does not license or certify any lawyer as an expert or specialist in any field of practice.