Estate Planning

Our attorneys create, recommend, and deliver estate plans and strategies for U.S. citizens and non-citizens to preserve and transfer wealth and property, protect assets from creditors, plan for business succession, and meet their personal and tax objectives. This frequently entails plans for charitable giving and minimizing exposure to estate and gift taxes. Our attorneys create comprehensive plans which consider unforeseen and unwanted variables like incapacity, marriage dissolution, family disputes, disability, special needs, settlement protection trust, and end of life decision-making.

Estate planning is a fluid process that calls for change as clients reach life’s milestones and encounter new challenges. We are honored to serve as a trusted advisor and confidant, and feel gratified to help clients plan ahead to ensure that their intentions are served upon their death, an unexpected event, or their inability to make decisions or care for themselves.

Some vehicles and instruments that we prepare to accomplish these objectives include:

  • Simple Wills
  • “Pour-over” Wills and Revocable Trusts
  • Irrevocable Life Insurance Trusts (ILIT)
  • Qualified Personal Residence Trusts (QPRT)
  • Grantor Retained Annuity Trusts (GRAT)
  • Grantor Retained Income Trusts (GRIT)
  • Sales to Intentionally Defective Grantor Trusts (IDGT)
  • Domestic Asset Protection Trusts (DAPT)
  • Family Limited Partnerships
  • Special Needs Trusts
  • Settlement Protection Trust
  • Private Foundations
  • Powers of Attorney
  • Advance Directives (Living Will, Designation of Health Care Surrogate)
  • Prenuptial and Postnuptial Agreements