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Trusts & Estates

Leading Trust & Estate Lawyers for Your Family’s Future

Baker, Burton & Lundy’s Trust and Estate Attorneys, Brad N. Baker and Mary Korkodian, provide experienced, client-centered, and thoughtful guidance for individuals and families planning for their future. With over 50 years of experience, Brad and Mary assist clients to protect what they own, choose who will receive it, make the process easier for their loved ones, and avoid unnecessary taxes or court disputes. Their areas of focus include Estate Planning, Wealth Preservation, Trust and Probate Administration, Special Needs Trusts, Powers of Attorney, Guardianships, Irrevocable Insurance Trusts, Wills, and Generation-Skipping Trusts, offering a full range of services tailored to each client’s needs.

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Comprehensive Trust & Estate Planning

Estate planning is a vital step in making sure your wishes are known and carried out. Brad Baker and Mary Korkodian help clients offer comprehensive services to include every facet of trust administration and probate administration. Working as a team with you, they help you decide what will happen to your home, savings, business, and personal assets if you pass away or become unable to make decisions. They prepare important documents such as wills, trusts, powers of attorney, advance healthcare directives, and estate tax planning documents. Their focus is always on clarity, comfort, and ensuring families are protected from confusion or conflict during difficult times.

“Estate planning is the process of anticipating multiple scenarios and arranging for the trusted people in your life to have the ability to handle matters for each scenario.  My goal is to help you determine your intent and draft your trust unambiguously to memorialize that intent. You should have peace of mind when you sign your documents. If you don’t, we haven’t gotten it right and you shouldn’t be signing! For individuals and families with death tax issues, I work to achieve a plan to minimize taxes while still maintaining flexibility to meet changing circumstances.

Our team here at Baker, Burton & Lundy is committed to developing your plan only after you are shown the building blocks that are at your disposal. I will work closely with you to understand your wishes and those of your family. I am also mindful that keeping matters understandable goes a long way to giving you the peace of mind that is my goal for you.”

Trust Creation and Administration

The team’s work includes crafting your estate plan, a key foundation of wealth preservation for the present and for future generations, one that creates and manages trusts that protect assets, reduce taxes, and provide long-term support for children or loved ones with special needs. They guide trustees in fulfilling their responsibilities and help families navigate the probate process of filing the will, settling debts and taxes, distributing property, and resolving disputes. They also offer advice on asset protection, wealth transfer, charitable giving, business succession, and guardianships, providing steady support through every stage of planning and administration.

Results

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Mary went above and beyond with her tenacity to achieve the results that were above and beyond my expectations. And also importantly, she is a very pleasant person that made the entire process easy to navigate. I appreciate her and her team at Baker, Burton and Lundy.

Meet Our Trust & Estate Attorneys

An older man with gray hair and a mustache, wearing a blue suit, pink shirt, and red tie, smiles while standing indoors in front of a staircase with wooden steps and metal railings.

Brad N. Baker

Trust & Estate Attorney

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Mary Korkodian

Trust & Real Estate Attorney

Your Legal Champions

Reach out to us today for expert legal assistance, unwavering support, and peace of mind.