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David Wells & Associates, P.C. | Attorneys at Law

David A. Wells, Jr. Brian G. Stevens. Jack W. Benge II. Use this convenient page to see all pages of the site along with short descriptions. HOME PAGE Link back to main page ABOUT US David Wells and Associates, P.C., is a. David Wells and Associates, P.C., is a referral-only boutique law firm focused on estate planning, probate, and trust administration. We provide counsel on the transfer. David A. Wells, Jr. We provide counsel on all aspects of the transfer and preservation of wealth, but our comprehens...

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David Wells & Associates, P.C. | Attorneys at Law | wellsassoc.com Reviews

https://wellsassoc.com

David A. Wells, Jr. Brian G. Stevens. Jack W. Benge II. Use this convenient page to see all pages of the site along with short descriptions. HOME PAGE Link back to main page ABOUT US David Wells and Associates, P.C., is a. David Wells and Associates, P.C., is a referral-only boutique law firm focused on estate planning, probate, and trust administration. We provide counsel on the transfer. David A. Wells, Jr. We provide counsel on all aspects of the transfer and preservation of wealth, but our comprehens...

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1

About Us | David Wells & Associates, P.C.

http://www.wellsassoc.com/firm/about-us

David A. Wells, Jr. Jack W. Benge II. David Wells and Associates, P.C., is a referral-only boutique law firm focused on estate planning, probate, and trust administration. We provide counsel on the transfer and preservation of wealth. We also offer a variety of related personal, small business, and real estate services related to the estate issues of our clients. Avoid the Top 10 Mistakes Made With Beneficiary Designations. Planning For Our Pets. A Novice Trustee Primer. Inheritances With A Catch.

2

Communication Counts: Coaching Strategies for Estate Planning Practicioners | David Wells & Associates, P.C.

http://www.wellsassoc.com/firm/2012/12/01/communication-counts-coaching-strategies-for-estate-planning-practicioners

David A. Wells, Jr. Jack W. Benge II. Communication Counts: Coaching Strategies for Estate Planning Practicioners. Communication Counts: Coaching Strategies for Estate Planning Practicioners. Posted on Dec 1, 2012. Avoid the Top 10 Mistakes Made With Beneficiary Designations. Planning For Our Pets. A Novice Trustee Primer. Inheritances With A Catch. Communication Counts: Coaching Strategies for Estate Planning Practicioners. David Wells and Associates is a member of Wealth Counsel, LLC.

3

Planning For Our Pets | David Wells & Associates, P.C.

http://www.wellsassoc.com/firm/2014/04/18/planning-for-our-pets

David A. Wells, Jr. Jack W. Benge II. Planning For Our Pets. Planning For Our Pets. Posted on Apr 18, 2014. Where would they live, and who would pay their expenses? In addition to a Caretaker, when creating a Pet Trust a Trustee will also need to be nominated. This role involves. What if the trust runs out of money and the Caretaker is unable or unwilling to pay for further expenses? Should the Caretaker be compensated for caring for your pet? Does the Pet Trust only come into being upon your death, or w...

4

Putting The Increased Estate to Work | David Wells & Associates, P.C.

http://www.wellsassoc.com/firm/2012/08/30/putting-the-increased-estate-to-work

David A. Wells, Jr. Jack W. Benge II. Putting The Increased Estate to Work. Putting The Increased Estate to Work. Posted on Aug 30, 2012. The portability provisions and. The increased federal transfer tax exemptions of the Tax. Relief, Unemployment Insurance. Authorization and Job Creation Act. Of 2010 ( Tax Act ), Pub. L. No. 111-. 312, 124 Stat. 3296, have dramatically. Increased the value of the estate that. A client can give away during life or. The end of 2012. This article discusses.

5

Inheritances With A Catch | David Wells & Associates, P.C.

http://www.wellsassoc.com/firm/2012/12/01/inheritances-with-a-catch

David A. Wells, Jr. Jack W. Benge II. Inheritances With A Catch. Inheritances With A Catch. Posted on Dec 1, 2012. Avoid the Top 10 Mistakes Made With Beneficiary Designations. Planning For Our Pets. A Novice Trustee Primer. Inheritances With A Catch. Communication Counts: Coaching Strategies for Estate Planning Practicioners. David Wells and Associates is a member of Wealth Counsel, LLC. A flawed missile defense system generates $2 billion in bonuses for Boeing. 2012 David Wells and Associates, P.C.

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