Wills, Trusts & Estate Planning Lawyer Gaithersburg, MD

Wills & Estate Planning

Jay S. Horowitz helps clients prepare for the future by creating wills and estate planning documents, including medical advance directives and financial powers of attorney. He also creates Special Needs Trusts.

His clients include young families who need to appoint guardians and create trusts for their minor children, and older people who are seeking to protect their assets for their children and grandchildren, while making sure they have sufficient assets to take care of themselves.

Mr. Horowitz can help you prepare legal documents to ensure that your desires and intentions are properly phrased and accomplished.

A Will (or Last Will and Testament) is a legal document, signed in the presence of witnesses, that allows individuals to give away their property, appoint guardians for their minor children, and create trusts for their beneficiaries. A Will also contains language appointing a personal representative (formerly known as an executor or executrix) to administer the estate assets upon the individual’s death.

Montgomery County Register of Wills, Rockville

A Medical Advance Directive (formerly known as a Living Will) is a legal document that allows individuals to appoint a health care agent or agents to make medical decisions on their behalf if they are not able to communicate their desires, and allows people to instruct health care professionals as to what types of treatment they would want to have or would not want to have in certain specific situations.

For example, the individual can instruct as to whether they would like life support, such as breathing with a ventilator, feeding through tubes inserted into the body, and pain relief medicine. A Durable Financial Power of Attorney is a legal document that allows individuals to appoint people to make financial decisions on their behalf and manage their property if they become unable to make financial decisions themselves.

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Mr. Horowitz Offers These Two Estate Planning Packages:

Standard Estate Planning Package

Includes:

Drafting of a Standard Will (Includes Trust Provisions for Minors)
Medical Advance Directive (Living Will)
Durable Financial Power of Attorney
Assistance in Execution of Documents

Revocable Trust Estate Planning Package

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Mr. Horowitz can also prepare individual documents and review and modify documents that need to be updated.

A Special Needs Trust is designed to protect assets for a family member with disabilities to make sure the family member can continue to be eligible for public benefits.

Mr. Horowitz drafts and assists in the execution of Special Needs Trusts.

Additionally, he is knowledgeable of the procedures involved in the administration of estates and will guide the personal representative for the estate in properly carrying out his or her duties.