Probate & Estate Planning
What We Design and Prepare
We cover all aspects of estate planning and wealth preservation including cutting edge solutions in order to fulfill our clients' goals and objectives. Accordingly, we prepare:
Revocable Living Trusts
Special Needs Trusts
Supplemental Needs Trusts
Inter-Vivos Marital Trusts
Self-Cancelling Installment Notes
Asset Protection Trusts
Qualified Domestic Trusts
Irrevocable Life Insurance Trusts and related funding methods
Operating Agreements and Partnership Agreements
Pre and Post Nuptial Agreements
HIPAA Release Agreements
Health Care Powers of Attorney
Charitable Trusts (Lead, Uni, Annuity and Remainder)
Private Foundations and Not-for-Profit Documentation
Grantor Retained Annuity Trusts
Qualified Personal Residence Trusts
Medicaid 5-Year Trusts
The firm has a comprehensive estate planning practice. Our members maintain close contacts with a nationwide network of noted estate planning innovators, leaders and specialists, and we participate regularly in continuing education seminars. We cover all aspects of estate planning, asset protection, and wealth preservation, and we provide cutting edge solutions in order to fulfill our clients' goals and objectives.
We have decades of experience in probate administration and we assist the families of past clients and new clients in all aspects of estate administration. This includes careful attention to post-death tax planning and coordinating and updating the estate plans of other family members.
For many of our clients the comprehensive estate planning approach we favor minimizes the need for probate administration and in some cases obviates it completely. We provide all of our estate planning clients a with a "road map" which can be shared at any time with family and other loved ones. This document provides a check-list on how to proceed following the death of a loved one and hopefully takes away some of the frustration and grief that can come to families during estate administration.
Small Businesses and Wealthy Individuals
We provide advanced estate and tax planning to reduce taxes and preserve assets through vehicles such as life insurance trusts, family limited partnerships, grantor trusts and grantor retained annuity trusts. We help plan for significant events such as the sale of a closely-held business or the transition of ownership to the next generation. We work with businesses to design personalized employee retirement and pension plans to retain and reward key employees while minimizing taxes for the organization.