Estate Planning
Whether the estate is simple or complex, our attorneys will craft a plan to help each client achieve his own unique estate planning objectives with administrative ease, income tax efficiency, and minimization of transfer tax. Considerations in developing the plan include:
- Gift, Estate, and Generation Skipping Tax
- Federal and State Income Tax
- Planning for Disability
- Planning for Retirement
- Charitable Objectives
- Investment Management
- Funding College Education
- Business Succession
- Asset Protection
- Life Insurance
- Spousal Obligations
- Blended Families
- Minor Children
- Disabled Beneficiaries
- Spendthrift Beneficiaries
- Probate Avoidance
- Property in Multiple Jurisdictions
- Appointment of Executors, Trustees, and Guardians
Documents to implement the estate plan may include:
- Wills
- Revocable Trusts
- Powers of Attorney
- Advance Medical Directives / Living Wills
- Irrevocable Life Insurance Trusts
- Special Needs Trusts
- Grantor Retained Annuity Trusts
- Intentionally Defective Grantor Trusts
- Charitable Trusts
- LLCs or Family Limited Partnerships
- Business Buy-Sell Agreements
- IRA and Life Insurance Beneficiary Forms
- Investment Account TOD Forms
- Bank Account POD Forms
- Deeds