Areas of Practice
- Trust administration
- Income tax planning
- Estate planning
- Probate
- Disability and Guardianship Issues
- Personal and charitable gift programs
- Investment objectives/strategy
Advanced Estate Plan Techniques
Our education and experience gives us the tools to craft an estate plan for the complicated estate or family situation as well as the relatively simple estate.
Among the estate planning techniques that may be appropriate for your situation include:
- Irrevocable Life Insurance Trusts to eliminate estate taxation of life insurance death benefits
- Trust for Minors to permit long-term management of significant gifts to children or grandchildren
- Family Limited Partnerships to allow management and transfer of family business concerns with reduced estate tax consequences
- Charitable Remainder Trusts permitting conversion of highly-appreciated assets to consequences while benefiting your favorite charities
- Qualified Personal Residence Trusts to remove a home with great appreciation potential out of your estate while retaining use of the residence