Attorney Mary Jo Morse has over three decades of experience in the practice areas of Estate Planning, Trust Planning, and Trust and Estate Administration. Her educational background in accounting and business has served her clients well in the complexities of estate and asset management as well as tax matters.
Mary Jo served over ten years as a Trust Officer in a local bank Trust Department administering trusts for family and charitable beneficiaries designated in numerous Trust Agreements. Administering the Trust Accounts in every aspect, she developed close personal relationships with her clients as she carried out the terms of the agreements she was entrusted to uphold.
Her undergraduate college degree of a Bachelor’s of Business Administration in Accounting provides a solid foundation for estate and tax planning. She assists her clients in understanding the estate tax effects for their estate plan and for their beneficiaries. Her in-depth knowledge of trust planning helps clients develop the optimal estate plan for their needs. Each family is unique. Each estate plan developed by Mary Jo, whether straightforward or the most complex, is carefully crafted to meet the individual needs of the client.
The loss of a loved one is a difficult and emotional time. Knowing that the attorney can guide a family through the administration of the estate plan that had been personally developed is a comfort. For Mary Jo, it is rewarding to see that the terms of the legal documents established by a client actually fulfill the estate planning goals and needs of the family. Whether through Trust administration or Probate Court Estate Management, Mary Jo assists the family with the orderly distribution of assets.
Mary Jo and her staff provide prompt and professional representation of her clients in the estate and trust planning and estate administration.
© 2021 Palecek, McIlvaine, Hoffmann & Morse Co., LPA