Estate Planning and Wills

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For 35 years, Nick Klein has performed estate planning for his clients including the drafting of wills, codicils, and trust documents. On numerous occasions, he has acted as the executor of a client’s estate or the trustee for the trust they create.

 

As the Assistant Commissioner of Accounts of Accomack County for the last 15 years, Nick has the responsibility to oversee the actions of other personal representatives of estates and trusts qualifying within the county. He helps ensure the personal representatives preserve the fiduciary assets and perform their duties as required by state law for the benefit of the beneficiaries.

 

Due to his extensive experience within fiduciary law, Nick advises his clients using a variety of options including:

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• Wills & codicils

• Revocable and irrevocable trust agreements

• Powers of attorney

• Guardianship arrangements

• Life insurance trusts

• Personal residence trusts

• Charitable trusts

• Living wills

• Advance medical directives

• Gift, estate & generation-skipping transfer tax