TAXATION, TRUST AND ESTATE PLANNING LAW

Our estate planning attorneys provide counseling and assistance regarding the preferred choice of entity, and to formulate plans that ensure an orderly transfer of business and personal assets with minimum transfer tax liability. Care is taken to coordinate the desired disposition of assets, including retirement plans, IRAs, annuities and life insurance, with minimum transfer tax and income tax liability, and with a view towards minimizing the potential for Will contests or other litigation. These plans often involve the preparation of documents to effect lifetime and testamentary dispositions. Such documents often include:

Wills
Management Trusts
Trusts for children and grandchildren
Life Insurance Trusts
Grantor Retained Annuity Trusts
Charitable Remainder Trusts
Family Limited Partnerships
Limited Liability Companies
Asset protection planning

Care is also taken to assist our clients in planning for incapacity with the use of Powers of Attorney, Medical Powers of Attorneys and Declarations of Guardian Before Need Arises. We assist those who place a priority on charitable giving by establishing and assisting with the operation of private foundations, including non-profit corporations. Finally, our estate planning attorneys are prepared to assist our clients with pre-marital agreements and often advise regarding marital property characterization issues.

Practicing Attorneys: