Our goal is to help you develop appropriate legal strategies for the preservation and transfer of your family's wealth.
We review all of the issues about how you own your property and your business, how to preserve your wealth, how to protect your assets in the event of disability or the need for long-term care, and how to transfer your property to the other members of your family (or to your friends or chosen charities), either during your lifetime or upon your death. If you want someone to do more than just write you a Will or Trust. . . If you want someone who will look at your entire tax and financial picture, and work with you to develop an overall wealth management and transfer plan that addresses your needs and wishes, your family situation, and your best interests. . . If you want someone with over 30 years of experience in estate planning, special needs and elder law to assist you. . . If you want someone who will prepare your estate plan documents in Plain English that you can understand. . . Call Sol.
2817 2nd Avenue North Suite 207
Billings MT 59101
Estate Planning done properly addresses all of the issues concerning the ownership, management, preservation and transfer of your Family Wealth. An Estate Plan includes not only Wills and Trusts, but also a wide variety of other methods of transferring property in the event of death, all of which have to be carefully coordinated. Planning for disability through powers of attorney is also important, and careful attention must be paid to the Special Needs of disabled family members.
Sol limits her practice to Family Wealth Law - which includes Estate Planning, Wills and Trusts, Medicaid Planning, Special Needs, and Elder Law.
Elder Law; Estate Planning; Wills and Probate; Trusts and Estates; Estate and Gift Tax; Special Needs
1979, Montana; 1982, U.S. Tax Court
University of Montana, J.D.
State Bar of Montana; American Bar Association; National Academy of Elder Law Attorneys.
Law Clerk to Hon. Russell E. Smith, U.S. District Court, District of Montana, 1979-1980. Adjunct Professor, Estate Administration, Rocky Mountain College Legal Assistant Program.
Founder and Chair, Yellowstone Valley Women Lawyers, 1987-1993
Timm v. Montana DPHHS, 2008 Mont. 126, 184 P.3d 994 (2008) (Medicaid eligibility issues)
Experience and Expertise:
Sol has been practicing Family Wealth Law in the Billings area since 1980. After practicing with a general law firm for several years, she opened her own solo practice in 1992, to specialize in Family Wealth Law.
Member, Felt, Martin, Frazier and Lovas, P.C., Billings, MT, 1980-1992
Law Clerk, U.S. District Judge, Missoula, MT, 1979-1980
J.D. 1979, High Honors, University of Montana School of Law, Missoula, Montana
B.S. 1976, summa cum laude, Alaska Pacific University, Anchorage, Alaska
Sol is a frequent speaker for community and professional programs on Family Wealth Law issues.
Sol Lovas, When Is a Family Not a Family? Inheritance and the Taxation of Inheritance Within the Non-Traditional Family, 24 Idaho Law Review 353 (1988)
Sol was born in Seattle and grew up in Alaska. In 1976, she moved to Montana, where her mother and father were born and raised.
University of Montana