ESTATE PLANNING

We give our clients peace of mind in knowing that their affairs are in order.  We help our clients achieve their goals and ensure that their assets are left in the proper hands.  For over 20 years, we have designed a wide-range of estate plans for estates of all sizes. 

From a basic estate plan for a client with a modest estate to the client with an estate of over half a billion dollars that requires a very complex and sophisticated plan designed to minimize and defer the payment of taxes, each estate plan is individually tailored to the client's unique situation and desires.  We concentrate on implementing the client's vision for their family and community.

The typical estate plan for modest estates consists of a revocable trust, pour-over will, and powers of attorney for healthcare and financial matters.

To help our clients achieve their goals in larger estates, we frequently use the following wide range of gift strategies and tools:

-- Irrevocable Life Insurance Trusts (ILITs);
-- Grantor-Retained Annuity Trusts (GRATs);
-- Intentionally-Defective Grantor Trusts (IDGTs);
-- Qualified Personal Residence Trusts (QPRTs);
-- Self-Cancelling Installment Notes (SCINs);
-- Fractional Interest Planning;
-- Qualified Terminal Interest Trusts (QTIPs);
-- Qualified Domestic Trusts (QDOTs);
-- Family Limited Partnerships (FLPs) and Family Limited Liability Companies (FLLCs);
-- Generation-Skipping Trusts (GSTs);
-- Charitable Lead Trusts (CLTs); and
-- Charitable Remainder Trusts (CRTs).