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.