Samantha (Lelito) Beresford

/My focus

I work with clients to develop custom estate plans, including drafting wills, durable powers of attorney, health care proxies, revocable trusts, and irrevocable life insurance and gifting trusts. Each plan is specifically tailored to meet the unique needs and desires of the individual or family.

I also assist fiduciaries with estate and trust administration, which includes guiding and assisting clients throughout the estate and trust administration process.

/Looking ahead

There are frequent changes to legislation and the tax code that can significantly impact the effectiveness of estate planning techniques. Understanding and accounting for these potential changes allow estate planners to create flexible, successful plans that achieve the clients’ goals.