Estate Planning

At Dill, Bamvakais & O'Keefe, P.C., we can prepare a comprehensive estate plan that fits your needs. We listen to you to determine what is most important to you, whether it’s keeping your estate plan as simple as possible or implementing a more complex plan. We have extensive experience preparing estate plans in both Missouri and Illinois, and we can prepare a personalized plan to address all your estate planning concerns.

We can also provide assistance with virtually all aspects of estate planning, including:

• Wills and Trusts
• Powers of Attorney
• Healthcare Advance Directives and Powers of Attorney
• Beneficiary Deeds & Transfer on Death Instruments
• Estate Tax Planning
• Guardianships
• Special Needs Planning
• HIPAA Release & Waiver Documents
• Incapacity planning
• Tax planning
• Elder law issues
• Life Insurance Trusts

Estate Administration

Upon the death of a friend or loved one, there is often significant work involved with opening, administering and finalizing an estate. We can guide you through that process from start to finish to ensure that, when the estate is complete, you have peace of mind knowing that your loved one’s affairs are in order. We have experience administering both simple and complex trusts and probate estates in both Missouri and Illinois, and can help with these areas of estate administration:

• Trust and Estate Administration
• Probate
• Illinois Small Estate Affidavits
• Missouri Creditors Refusal of Letters, Spousal Refusal of Letters, Collection of Small Estate Proceedings
• Determination of Heirship Proceedings
• Assistance with handling creditor claims against an estate
• Postmortem planning

Business Planning

There is nothing simple about owning a business, but we can certainly help ease the burden when it comes to business planning. Whether you’re starting, running or selling a business, we can provide advice and insight to make sure that you’re getting the most out of your business, allowing you to focus on what’s important. We can assist with all areas of business planning, including:

• New Business Formation
• Choice of Entity (Partnership, Limited Liability Company (LLC), Corporation, etc.)
• Purchase or Sale of Business
• Business Succession Planning
• Buy/Sell Agreements
• Corporate Compliance: Annual minutes
• Real Estate