Estate planning

We work with clients to prepare estate plans to meet their personal objectives and minimize estate, gift, generation-skipping, and income taxes. These estate plans include Durable Powers of Attorney, Health Care Proxies, Living Wills, HIPAA Authorizations, Wills and Revocable Trusts. We also integrate various types of Irrevocable Trusts including Irrevocable Life Insurance Trusts (ILITs), Grantor Trusts, Special Needs Trusts, Grantor Retained Annuity Trusts (GRATs), Crummey Gift Trusts, Dynasty Trusts, Asset Protection Trusts, Qualified Personal Residence Trusts (QPRTs), and Spousal Lifetime Access Trusts (SLATs). When appropriate, we integrate limited liability companies (LLCs) and other entities to own real estate or family businesses. We are experienced at preparing estate plans for a broad range of clients at all wealth levels – including individuals, married couples, unmarried couples, and same sex couples.

We advise clients about gifting strategies to provide for children and grandchildren, including the best uses of the gift tax lifetime exclusion. Our estate plans are designed to minimize probate and to simplify the transfer of assets at death. To accomplish these goals, we give clients specific advice about titling of assets and prepare custom beneficiary designations for retirement accounts. When appropriate, our estate plans incorporate asset protection strategies.

Recent engagements include: