Batch 20 - curve.JPG

The Professional Path with Common Sense

Kellean Kai Truesdell, J.D., LL.M.

ATTORNEY & COUNSELOR AT LAW

Estate Planning & Documents  -  Elder Law  -  Administration

Schedule

Our online scheduling program should be used by current and prospective clients whenever possible. Scheduling reduces costs, prevents delays, increases efficiency and effectiveness. The informal dropping-in with the expectation of meeting with Attorney Truesdell is an unrealistic expectation with the white-glove nature and maturity of the practice.  

The Law Firm's support staff cannot provide legal advice.

All incoming calls are answered and logged by the auto-attendant and returned within 24 hours by an assigned support staff member during normal business hours. Caller ID will capture all incoming calls; however, those who hang up without leaving a message will not be called back.

We strongly encourage the use of our online scheduling program; for scheduling telephone calls (consultations) only.

  • The scheduling program is "ONLY" telephone consultations.

  • The scheduling program is not to be used to schedule in person office consults.

  • those who set a scheduled a telephone call and show up at the office should not expect assistance as the law firm makes full use of mobile technology in order to facilitate the needs of those clients with immediate needs.

Services

Estate Planning Documents

Attorney Truesdell has prepared several hundred thousand documents for thousands of clients over the years. These documents include, but are not limited to: 

  • Simple Wills
  • Complex Wills
  • Pour-Over Wills
  • Amendments to Wills
  • Living Wills
  • Revocable Trusts
  • Amendments to Trusts
  • Health Care Advance Directives
  • Durable Financial Powers of Attorney
  • Pre-Need Guardian Affidavits
  • Irrevocable Trusts
  • Medicaid Income Trusts
  • Special Needs Trusts
  • Generation-Skipping Dynasty Trusts
  • Life Insurance Trusts
  • Credit Shelter Trusts
  • Grantor Retained Annuity Trusts 
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Qualified Personal Residence Trusts
  • Private Foundations
  • Qualified Domestic Trusts
  • Family Limited Partnerships

Administration: Probate, Trust, Life Care

Attorney Truesdell is available to personally serve her clients as the primary of contingent (Agent, Representative, and/or Trustee) in the following capacities:

  • Trust Administration
    • Successor Trustee
    • Co-Trustee
    • Supervisory Trustee
    • Delegated Duty Trustee
    • Special Needs Trustee
    • Counsel to Trustee
    • Pet Trustee
  • Probate Administration
    • Disposition Without Administration
    • Summary Administration
    • Full Administration 
    • Personal Representative
    • Counsel to Representative
  • Life Care Administration
    • Durable Power Agent
    • Health Care Agent
    • Living Will Agent
    • Personal Care Supervision & Oversight
    • Comprehensive Life Care

Additional: Planning, Counseling, Management

Attorney Truesdell is available to assist with the following:

  • Comprehensive Estate Management
  • Real Estate Management
  • Personal Property Sale, Transfer, and Disposal
  • Residential Restoration Oversight 
  • Elder Law & Litigation Oversight
  • Confidential Trustee Services
  • Asset Protection
  • Asset Preservation
  • Wealth Transfer
  • Federal Transfer Tax
  • Long-Term Care 
  • Medicaid 
  • Insurance
    • Policy Analysis
    • Litigation Support
  • Securities
    • Analysis & Litigation Support
    • Suitability & Churning 

Estate Planning, Elder Law, Asset Protection Planning

Kellean Kai Truesdell, J.D., LL.M. is a licensed and practicing attorney in the State of Florida since 1992 (Florida Bar), with an advanced degree in Estate Planning (LL.M), from the University of Miami School of Law.  

The Law Firm is often asked: "What is the difference between estate planning, elder law, and asset protection planning?"  First, marketing and sales has a lot to do with some using terminology that makes what one does sound special.  This is our view of the way it is.  Estate Planning encompasses the preparation of documents that will facilitate the wishes of a client when deceased or disabled.  It also includes probate and trust administration.  A natural subset of estate planning is the planning for the protection of assets.  Depending upon value and characterization, this can be complex or simple.  Elder law is also a subset of estate planning and is merely the knowledge of those laws, rules, and regulations that apply specifically or more so, to those who are age 62 and older and/or physically, emotionally, or intellectually challenged.  The Law Firm's holistic estate planning approach means the physical, emotional, intellectual, relationships, and financial position, conditions, and complexities of each client is unique.  We strive to understand each component in order to maximize the opportunity for client goal achievement; while accepting that limited disclosure on the part of a client is not unusual. 

Contact

The Truesdell Professional Building
200 NW 52nd Avenue
Ocala, Florida 34482
(352) 873-4141

Office Hours:
Monday through Thursday
9:30 am to 4:30 pm - By Appointment Only

Office Consultation Days:
Tuesday, Wednesday, Thursday

We strongly encourage the use of our online scheduling program. 

 

All incoming calls are answered and logged by the auto-attendant and returned within 24 hours by an assigned support staff member during normal business hours. Caller ID will capture all incoming calls; however, those who hang up without leaving a message will not be called back.