Estate Planning Lawyers for Montana

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Meet some of our Montana Estate Planning Lawyers

Zachary D. - Estate Planning Lawyer in Montana
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5.0 (1)
Member Since:
July 26, 2023

Zachary D.

Business Lawyer
Free Consultation
Holladay, UT
17 Yrs Experience
Licensed in MT CT, ID, OK, WY
The George Washington University Law School

Helping small business owners meet their legal needs.

Recent  ContractsCounsel Client  Review:
5.0

"Zachary was great to work with. Highly recommend for estate planning. Thanks so much!"

Niki Z. - Estate Planning Lawyer in Montana
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Member Since:
June 2, 2025

Niki Z.

Fractional General Counsel
Free Consultation
Helena, MT
18 Yrs Experience
Licensed in MT CA
University of the Pacific, McGeorge School of Law

With more than 20 years of nonprofit, small business, and government experience, Niki can assist you on a wide range of legal issues, including creating new entities and avoiding compliance pitfalls.

Tim B. - Estate Planning Lawyer in Montana
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Member Since:
December 7, 2025

Tim B.

Attorney
Free Consultation
Pensacola, FL
22 Yrs Experience
Licensed in MT FL
Cumberland School of Law, Samford University

Attorney Tim Baldwin is the founder of Property Management Law Solutions, PLLC, a Florida law firm that specializes in representing landlords, property owners, apartments, and property management companies in a variety of property related legal matters, like evictions, security deposit disputes, fair housing matters, civil defense, damages actions, risk mitigation, partition, code violation, lease enforcement, and other real property litigation. Starting as a prosecutor from 2004 to 2006, Tim Baldwin gained invaluable experience as a courtroom litigator and to date has tried nearly 60 jury trials. When he opened his law practice in 2006, Tim focused his law practice on helping landlords in the Florida Panhandle. Since then, Tim Baldwin has expanded his law practice across Florida and become known as one of the premier Florida attorneys in landlord and property law. Tim regularly speaks at events for real estate groups, such as apartment and property management associations and real estate investment groups. Tim also hosts his own podcast, Property Management Law Solutions Podcast, where he discusses a wide range of landlord and property management related topics, and is frequently asked to be a guest on other podcasts nationwide.

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Meet some of our other Estate Planning Lawyers

Odini G. - Estate Planning Lawyer in Montana
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5.0 (8)
Member Since:
August 7, 2024

Odini G.

Attorney
Free Consultation
Aspen
19 Yrs Experience
Licensed in CO, GA, NY
Emory University School of Law

I am an accomplished attorney with more than 19 years of experience and extensive expertise in business negotiations, commercial contracts, and technology transactions. With a proven track record of providing strategic legal advice and delivering exceptional results, I have successfully assisted numerous clients in drafting, reviewing, and negotiating various business arrangements. My experience encompasses a wide range of areas, including intellectual property, data privacy and security, SaaS agreements, and software licenses. I co-founded a reputable general corporate law firm with three offices in Aspen, Atlanta, and New York. As a partner and attorney, I represented diverse clients, including start-ups, public corporations, investors, financial institutions, educational institutions, and non-profit entities. With a focus on delivering comprehensive legal solutions, I provided general counsel, expert dispute resolution, efficient litigation management, and skillful contract drafting and negotiations for businesses across industries.

Recent  ContractsCounsel Client  Review:
5.0

"Supremely responsive and works surprisingly quickly. Strongly recommend!"

Jim B. - Estate Planning Lawyer in Montana
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5.0 (1)
Member Since:
September 4, 2024

Jim B.

Managing Partner, Business Lawyer
Free Consultation
Portland, Oregon
24 Yrs Experience
Licensed in OR
Southern Illinois University

Since 2002, when I first received my law license and began practicing in criminal litigation, I have dedicated myself to providing competent and impassioned legal representation to my clients. Transitioning into business and intellectual property law and serving the Oregon community under the banner of INTELLEQUITY since 2016, I embarked on a mission to offer an unparalleled level of personalized legal guidance that empowers my clients through understanding, support, and legal mastery. As a seasoned attorney, I recognize that behind every case is a person with a distinct set of emotions, aspirations, and challenges. This is why my approach to legal services is not just about cases and statutes; it's about people and their lives. Whether it's navigating the intricacies of business law or safeguarding your intellectual property, I'm here to provide more than just professional counsel—I offer a compassionate, personalized approach to every case. This means keeping you well-informed at every step, empowering you with in-depth understanding, and steering you towards decisions that are legally sound and, more importantly, right for you.

Recent  ContractsCounsel Client  Review:
5.0

"Great person to work with. He helped gain a better understanding of my own business."

Ana C. - Estate Planning Lawyer in Montana
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Member Since:
August 7, 2024

Ana C.

Managing Member
Free Consultation
Washington, DC
20 Yrs Experience
Licensed in DC
Columbia Law School

Fractional General Counsel for growing companies, mainly in the financial sector, including companies operating in Mexico or Latin America. My niche includes companies who need day to day legal services, but are not ready to hire an in-house lawyer, and companies whose in-house legal team needs additional support. I am admitted to practice law in the District of Columbia and Mexico. With a bicultural legal education and background, and an extensive network of contacts in both jurisdictions, I’m able to provide efficient and high-quality services to my clients. With more than 18 years of legal experience, I have: - Led the Legal Department of a financial institution held by a public company - Led the Legal Department of a family office holding investments in diverse sectors - Participated on several M&A transactions - Participated on an IPO process - Participated in the purchase of a banking institution in the U.S. by a foreign group of investors - Worked at law firms with international presence Legal experience mainly in Corporate Governance, Securities Regulations, M&A, Corporate Development, Contracts, Corporate Law, Compensation, Policy Development, Investor Relations, among others. Non-for-profit Board and pro-bono experience.

Michael L. - Estate Planning Lawyer in Montana
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Member Since:
August 19, 2024

Michael L.

Managing Attorney
Free Consultation
Glastonbury, CT
29 Yrs Experience
Licensed in NY
New England Law/Boston

Solo practitioner, licensed in New York State 27+ years. Areas of practice: Small Business Law, Commercial Contracts, Commercial Litigation, Employment Law & Litigation, Estate Planning, Business Succession Planning.

Richard H. - Estate Planning Lawyer in Montana
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Member Since:
September 3, 2024

Richard H.

Solo practice
Free Consultation
Dallas, Texas
45 Yrs Experience
Licensed in TX
Sum Svhool of Law

After 30 years of practice I large, publicly traded companies, I went out on my own. I engaged in general practice for 10 years before retiring. I continue to do work on a contract basis.

Dennis S. - Estate Planning Lawyer in Montana
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Member Since:
September 3, 2024

Dennis S.

Principal
Free Consultation
Las Vegas, Nevada
31 Yrs Experience
Licensed in CA, NV
Brigham Young University

Dennis Sponer co-founded ScripNet, a uniquely designed Pharmacy Benefit Management (PBM) company in 1997. After serving as In-House Counsel for one of Las Vegas’ largest healthcare conglomerates, Dennis devised a payor based technological solution to the challenge of pharmaceutical payment and remittance. As one of the first workers’ compensation specific Pharmacy Benefit Managers in the industry, Dennis pushed the boundaries of what a PBM can do. ScripNet was a three-time winner of the Inc. 500 and was named to the Inc. 5000 numerous times thereafter. Clients of ScripNet included some of the largest carriers, governmental entities, and self-insured employers in the nation, including FedEx, Starbucks, Lockheed Martin, the Cities of Dallas, Atlanta and Philadelphia as well as the State of Texas and the State of Nevada. After fifteen years of exceptional growth and class leading industry recognition, ScripNet was acquired in 2012 by Optum Healthcare Solutions. After selling ScripNet, Dennis served as Executive Vice President for the acquiring company and was successful in integrating ScripNet into the larger entity. His latest venture, HSARx, was a consumer facing Pharmacy Benefit Manager focused on the owners of health savings accounts. He sold HSARx to SwiftScript in October of 2023. Dennis obtained his Juris Doctorate from Brigham Young University where he served as Note and Comment Editor of the Law Review. He then obtained his Master of Laws in Taxation (L.L.M.) from the University of San Diego. After selling ScripNet, Dennis returned to school to earn his TRIUM MBA, the program jointly administered by New York University's Stern School of Business, the London School of Economics and HEC Paris. Dennis is a member of the 1999 Leadership Las Vegas graduating class, was named by InBusiness Las Vegas to its annual Top 40 Under 40 list, is a graduate of MIT's prestigious Birthing of Giants program and holds a certificate in full stack development from MIT. Dennis is licensed as an attorney in California and Nevada and is a past President of the Las Vegas Chapter of the Entrepreneurs' Organization. He serves on the Southern Utah University School of Business National Advisory Board, the SUU Entrepreneur Leadership Council and the UNLV College of Liberal Arts Board. Through his consultancy, SRX Advisors, Dennis serves as an advisor and legal counsel to various startups, health care technology and artificial intelligence firms.

Jonathan W. - Estate Planning Lawyer in Montana
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Member Since:
September 4, 2024

Jonathan W.

Partner
Free Consultation
San Francisco, California
33 Yrs Experience
Licensed in CA, WA
Columbia University School of Law

Jonathan Wright offers 30+ years of legal and business expertise to clients seeking a trusted advisor. His experience as a CEO and General Counsel for tech, healthcare, and biotech companies enables him to provide seasoned guidance on complex contracts, strategic agreements, and business transactions. Whether you're starting a company, navigating financings, or handling day-to-day corporate legal needs, Jonathan offers valuable insights and support.

Estate Planning Legal Questions and Answers

Estate Planning

Quitclaim Deed

North Carolina

Asked on Oct 1, 2023

Taxes related to quitclaim deed?

I recently inherited a property from a family member. I was given a quitclaim deed transferring the title from them to me. I am trying to understand my tax liabilities related to this transfer of ownership. I am not sure if there are tax implications that I need to be aware of and I was hoping to get advice from a lawyer on how to proceed.

N'kia N.

Answered Oct 30, 2023

A person who inherits property might be subject to taxes. This includes when the person receives a quitclaim deed for the property. However, the person's tax liabilities will ultimately depend in part on the location of the property itself. For legal guidance on the tax implications of inheriting North Carolina property, you might consider consulting with a knowledgeable North Carolina estate and tax planning attorney. Good luck!

Read 1 attorney answer>

Estate Planning

Last Will and Testament

Florida

Asked on Apr 18, 2023

What is a will, and why is it important to have one?

I am a married adult with two children and I am looking to secure my family's future. I am concerned about what will happen to my assets and my family if something were to happen to me. I want to make sure that my wishes are respected and that my family is taken care of, so I am looking to learn more about wills and how they can help me.

Diane D.

Answered May 2, 2023

A will allows you to select the persons who you want to receive what you own when you die. Without a will, the court may step in and distribute your assets according to your state's law. With a will, you control what happens with your property, and you can leave specific property to specific persons, and you can appoint specific persons to manage and handle distributing your property. Having a Will can save your heirs significant expense during probate and prevent feuding among them.

Read 1 attorney answer>

Estate Planning

Trust

Massachusetts

Asked on Apr 1, 2025

How can I set up a trust to protect my assets?

I am a business owner and have accumulated significant assets over the years. With the increasing risks and uncertainties in the business world, I am concerned about protecting my assets from potential lawsuits, creditors, and other unforeseen circumstances. I have heard that setting up a trust can provide a level of asset protection, but I am unsure about the process and the different types of trusts available. I would like to consult with a lawyer to understand how I can establish a trust that safeguards my assets while still allowing me to have control and access to them.

Joseph M.

Answered Apr 8, 2025

There are numerous forms of Trust that are available depending on the specific assets and your unique goals. Generally speaking, the two main types of trusts are Revocable and Irrevocable. WIth a Revocable Trust, just like it sounds, as trustee you can remove the assets at some point if you so chose, but if you are to pass away or become incapacitated at some point, it reverts to being Irrevocable. An Irrevocable Trust is one in which the grantor transfers all ownership interests to the Trust itself and this act is irreversible. As I am sure you guessed, there are a myriad of ways that your goals can be achieved and I would be happy to provide a free consultation to discuss your situation and possible solutions.

Read 1 attorney answer>

Estate Planning

Affidavit of Heirship

New York

Asked on Aug 8, 2021

What are inheritance rights for niece and nephew?

My Aunt passed away July 9, 2021 and she had a will. On the will she stated that she wants everything left to my mother whom is deceased as well and executer of estate is my sister.

Jane C.

Answered Aug 23, 2021

Does the will have a provision that states who will receive your aunt's assets if your mother predeceased her? If not, I believe the rules of inheritance found in the New York Statute will govern. https://www.nysenate.gov/legislation/laws/EPT/4-1.1. Your sister needs to go to the Probate Court and/or consult an estate attorney.

Read 1 attorney answer>

Estate Planning

Power of Attorney

Ohio

Asked on Jan 23, 2025

Can a Power of Attorney be revoked if the person who granted it is now capable of making decisions?

Can a Power of Attorney be revoked if the person who granted it is now capable of making decisions? I have been granted Power of Attorney for my elderly mother who was deemed mentally incapable of making decisions due to dementia. However, her condition has improved significantly, and she is now able to make decisions on her own. I want to know if it is possible to revoke the Power of Attorney and return decision-making authority to her.

Michelle M.

Answered Jan 26, 2025

A power of attorney does not take away the decision-making authority of the principal. It appoints someone to act on behalf of the principal as provided in the document, but not to the exclusion of the person granting the power. If your mother granted power of attorney to you it allows you to act on her behalf, but she can also still act on her own. If she wants to revoke the power of attorney she can do so at any time, but given her diagnosis that may not be wise. It's likely the document will be needed again at some point in the future. The only proceeding that removes decision-making ability is a guardianship, which is done in the Probate Court (this is different than a power of attorney). Hope that helps!

Read 1 attorney answer>
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