Business Details
Your Trusted Partner for Estate Planning Solutions
Our practice exists to transform clients, their families, and the community through dedicated legal counsel. We prioritize building relationships, acting with integrity, and embracing innovation to deliver personalized estate planning solutions. With decades of combined experience, our attorneys specialize in estate planning, administration, elder law, and business law, ensuring clients achieve peace of mind. We take a client-centric approach, understanding individual goals and concerns to create tailored plans that protect assets and legacies.Our commitment to excellence is reflected in our recognition as trusted advisors in Montana, with a focus on education, community service, and continuous improvement. By maintaining transparency and ethical standards, we ensure clients receive reliable, forward-thinking legal guidance.
Services
Estate Planning
Estate Administration
Elder Law
Business Law
Probate
Trust Administration
Asset Protection
Special Needs Planning
Medicaid Planning
Business Succession
Highlights and features
- We offer decades of experience in estate planning and elder law.
- Our team provides personalized, client-focused legal strategies.
- We prioritize transparency, integrity, and community involvement.
- Our attorneys are recognized leaders in Montana's legal community.
- We deliver innovative solutions for complex estate and business needs.
What people say
Highly professional
Extremely knowledgeable
Compassionate support
Trusted advisors
Peace of mind
Services
Estate Planning
Our estate planning services empower clients to protect assets and ensure their wishes are honored. We create customized trusts, wills, and advanced directives to avoid probate, minimize taxes, and provide clarity for families. With a focus on long-term security, we address incapacity, minor children, and business succession, ensuring comprehensive peace of mind.
Estate Administration
We guide families through estate administration with compassion and efficiency. Our team handles probate, trust settlement, and asset distribution, ensuring compliance with legal requirements. By streamlining complex processes, we reduce stress during difficult times, offering clear communication and timely resolution for executors and beneficiaries.
Elder Law
Our elder law practice addresses unique challenges faced by seniors, including Medicaid planning and guardianship. We develop strategies to protect assets from long-term care costs while ensuring dignity and quality of life. By combining legal expertise with personalized counsel, we help families navigate aging-related complexities with confidence.
Business Law
We assist businesses from formation to succession, offering entity selection, contract drafting, and exit strategies. Our services ensure smooth transitions through buy-sell agreements, succession plans, and tax-efficient structures. By aligning legal solutions with business goals, we help owners protect their legacy and sustain growth.
Special Needs Planning
Our special needs planning creates tailored trusts to protect beneficiaries with disabilities without jeopardizing government benefits. We ensure financial security through Medicaid-compliant strategies, guardianship arrangements, and asset management, allowing families to provide long-term support while maintaining eligibility for critical programs.
People
Keith Tokerud
Attorney / Shareholder
Keith Tokerud focuses on estate planning and business transitions. With a law degree from the University of Michigan, he brings expertise in wealth protection and has served on boards for United Way and Big Brothers Big Sisters.
Jon S. McCarty
Attorney / Shareholder
Jon McCarty has 30 years of experience in estate planning and administration. He specializes in special needs planning and has been recognized for his community service and legal excellence in Montana.
Trevor P. Funseth
Associate Attorney
Trevor Funseth practices estate planning and probate law. He provides dedicated legal counsel in guardianships and trust management, ensuring clients receive thorough and compassionate representation.
Questions
What estate planning documents are essential?
A comprehensive plan includes a living trust, will, durable power of attorney, and healthcare directives to ensure asset management and medical wishes are honored.
How does a living trust avoid probate?
A funded living trust transfers asset ownership to the trust, allowing direct distribution to beneficiaries without court involvement, saving time and maintaining privacy.
Can I plan for a child with special needs?
Yes, we create special needs trusts to protect assets while maintaining eligibility for government benefits like Medicaid and SSI.
What happens if I die without a will?
Your estate will undergo probate, with assets distributed according to state law, which may not align with your wishes or family needs.
How do I choose a guardian for my children?
Designate a trusted individual in your will, considering their values, financial stability, and ability to care for your children.
What is Medicaid planning?
We help seniors protect assets while qualifying for Medicaid to cover long-term care costs through trusts, gifting strategies, and compliance with regulations.
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