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Jake Slowik
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Biography
At Slowik Estate Planning, my goal is to get to know you, your family, and your business, and build a life-long working relationship.
Estate planning often engenders stress, confusion, and apprehension. I have dedicated my practice to providing clients with peace of mind through trusted legal counsel. My personal background has instilled in me a deep commitment to offering this vital service to families in similar circumstances.
By developing custom legal solutions together, we will protect your loved ones' well-being and safeguard your assets.
Let's talk today about creating your legacy for tomorrow.
Practice Areas
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
Fees
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Free Consultation
Free consultation -
Credit Cards Accepted
Accept all major credit cards. Easy online payment. -
Rates, Retainers and Additional Information
Most matters are billed on a flat fee arrangement. More complex matters including probate and trust litigation are billed at an hourly rate.
Jurisdictions Admitted to Practice
- Georgia
- State Bar of Georgia
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- New York
- New York State Office of Court Administration
- ID Number: 5158670
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Languages
- English
Professional Experience
- Associate
- Fried, Frank, Harris, Shriver & Jacobson LLP
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- Commercial Real Estate Attorney
Education
- Harvard Law School
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- Cornell University
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Professional Associations
- State Bar of Georgia
- Member
- - Current
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Publications
Articles & Publications
- Estate Planning in 2024: Why Your Will and Trust Need Urgent Attention
- Slowik Estate Planning
- Small Law; Big Success
- Edward Elgar
Certifications
- Estate Planning and Fiduciary Section
- Georgia Bar Association
Websites & Blogs
Legal Answers
5 Questions Answered
- Q. What attorney handles trustee fiduciary duty breach?
- A: I agree with Nina's answer and I'd also recommend you find a law firm with specific experience litigating against corporate trustees (e.g., banks or financial institutions) who understands how to navigate these complex cases, including obtaining financial records, forensic accounting, and proving negligence or deliberate misconduct. It can also help to have a lawyer local to the county where you would litigate.
- Q. Do I need to file tax form 1041 for irrevocable minor trust with no current income or disbursements?
- A: You will want to consult a tax professional to confirm specific trust filing rules. Generally, a Form 1041 (U.S. Income Tax Return for Estates and Trusts) is required for a trust if it has gross income of $600 or more in a tax year or if it has any taxable income (even if under $600). Since you've stated the trust earns no income, it sounds like there could be no gross income to report. And, distributions can sometimes trigger reporting. Again, best to consult in detail with an accountant experienced in preparing estate and trust returns.
- Q. Can my brother get his inheritance and keep his SSI benefits?
- A: Yes but you will need to set up a special needs trust for your brother. It is strongly advised to retain an estate planning attorney to handle this matter.
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