WILLS, TRUSTS, & ESTATES
Are you interested in maintaining control over your property during your lifetime? Have you considered how to provide for your loved ones in the event of your disability? Do you value the peace of mind that comes from knowing your property will be distributed
according to your specific wishes, in the manner and timeframe you desire, while also minimizing expenses such as professional fees, probate costs, and estate taxes? A well drafted estate plan allows you to answer these questions ahead of time rather than leaving it to others to answer them for you.
Do you understand the legal significance of how your personal assets are titled in terms of protecting those assets from the claims of third parties? Are you a professional such as a doctor, architect or engineer who is held personally liable for malpractice? Perhaps you invest in real estate and are susceptible to the claims of your tenants. Or maybe you are liable for the debts of your children. A sound asset protection plan will help reduce your exposure to personal liability and protect your assets from third party claims.
Are you an entrepreneur striving to transform your business idea into a thriving venture? Wondering how to strategically position your company for long-term success? Concerned about mitigating risks and maximizing growth opportunities? We're here to guide you through the intricate world of business planning. Together, we can help you craft a plan that fits your needs, identify key objectives, and develop effective strategies to ensure the success of your business.
PROBATE & ESTATE ADMINISTRATION
Are you faced with the daunting task of managing a loved one's affairs after their passing? Wondering how to navigate the complex and legal intricacies of probate and estate administration? Rest assured, we're able to guide you through the process with empathy and expertise. Let us handle the legal work and distribution complexities, while you focus on honoring your loved one's wishes and finding solace during this difficult time.
NON PROFIT & CHARITABLE
Non-profit organizations stand in stark contrast to for-profit Corporations and other for-profit business entities. The primary objective of a Non-profit Corporation or Association is to serve the public good without a profit-driven motive. These entities are created under state law, have no shareholders, and do not automatically qualify for tax-exempt status. Establishing and operating a Non-profit involves challenging tasks that require careful attention. Seeking guidance from an attorney with direct experience in working with Non-profits is essential to the success of your cause.
Are you in need of a trusted advocate to protect the personal and property interests of a loved one? Fortunately, we're well-versed in North Carolina law and the three types of guardianships available for adults deemed incompetent to manage their own affairs. Whether it's the Guardian of the Person, Guardian of the Estate, or General Guardianship, we understand that every situation is unique. That's why we prioritize petitioning for the appropriate guardianship from the outset, ensuring the utmost care and consideration for your loved one's needs.
SPECIAL NEEDS PLANNING
Navigating the legal landscape to support a loved one with a disability can be overwhelming. However, we're here to help you meet the legal needs of individuals with disabilities, ensuring their well-being while preserving their eligibility for SSI and Medicaid. Through tailored planning strategies, such as Special Needs Trusts, Third Party Supplemental Needs Trusts, and ABLE accounts, we can provide for their needs without compromising their vital benefits. Let us be your trusted partner in securing their financial stability and enhancing their quality of life.
When it comes to establishing a business, the legal landscape offers various entity options to suit your specific needs. From corporations, including s-corps and non-profits, to limited partnerships, limited liability partnerships, and limited liability companies, the choices can be overwhelming. Rest assured, we understand the critical factors of personal liability protection and taxation that could influence your entity selection. Allow us to guide you into choosing the right entity and meticulously drafting the governing documents to ensure the success of your business.
The Perna Law Firm is serving your Estate Planning and Business Planning needs since 2007. The materials on this website do not constitute legal advice, do not necessarily reflect the opinions of Perna Law Firm or any of its attorneys or clients. This website is not intended to create, and does not create, an attorney-client relationship between you and Perna Law Firm, and you should not act or rely on any information in this website. Your receipt or transmission of information to or from the Perna Law Firm website alone does not create an attorney-client relationship or ensure confidentiality.