With decades of legal experience in estates, trusts, wills, probate matters, probate/estate litigation, and taxes, Lona L. Feldman regularly provides advice to clients in all aspects of their estate and tax planning needs. With an expertise in estate planning, estate administration, elder law (including guardianships), tax law, disability law, and administrative law, Lona has helped many hundreds of clients plan their future. Additionally, Lona has also assisted many clients regarding the litigation of probate, wills, and estate matters.
Lona regularly creates estate plans for young individuals and their families, creates plans for the financial needs of older family members, creates plans for the transfer of assets from the older to the younger generation, creates and assists with business succession plans, and assists families after the death of a family member. Lona also assists clients with post-nuptial agreements and other unique estate planning arrangements. Lona’s legal assistance can involve sophisticated tax planning for individuals and companies, as well as personalized planning to meet each client’s specific needs.
Lona also assists clients in resolving insurance and disability matters. As a former Assistant General Counsel with the Department of Energy, Lona has developed the ability to regularly negotiate through the administrative quagmire on behalf of her clients.