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Business Succession Planning - Comprehensive plans provide your business with a timely and smooth transition upon retirement, sale, disability or death
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Probate - Guidance for fiduciaries in the administration of the Estate, assistance in the distribution of non-probate assets and preparation of estate tax returns
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Trust Administration - Advise as to legal rights and responsibilities of fiduciaries. Preparation of trust tax returns.
Custom Estate Planning Solutions
Our documents are crafted with a careful review of our client’s objectives, family relationship concerns and potential tax consequences:
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Wills
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Trusts: revocable trusts, testamentary trusts, grantor retained annuity trusts (GRATs), life insurance trusts, charitable lead annuity trusts (CLATs), charitable remainder trusts (CRTs), intentionally defective grantor trusts, qualified sub-chapter S trusts, electing small business trusts (ESBTs), spendthrift trusts, Q TIP trusts, dynasty trusts
Estate & Tax Planning, Succession Planning, Prenuptial Agreements, and Probate & Trust Administration
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Shareholder agreements
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Limited liability company operating agreements
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Family limited partnerships
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Powers of attorney: durable power of attorney, health care power of attorney
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Living wills
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Buy-sell agreements
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Prenuptial Agreements
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Property ownership - Advice on proper ownership of assets and beneficiary designations
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Charitable giving - Implementation of effective methods to achieve your charitable goals
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Asset protection - Structuring of asset ownership to provide security for your family
Our advice is customized for each individual, with attention to tax consequences, family relationship concerns and efficient administration services:
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Estate planning - Services for wealth transfer and estate planning range from simple wills to complex trust arrangements
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Tax planning - Reduction of the impact of gift, estate and generation skipping taxes