We regularly assist clients with the development and implementation of estate planning and wealth succession strategies. We offer solutions to meet each individual’s specific planning goals, focusing on tax, family and charitable giving issues. We offer tailored estate plans aimed at personal and closely-held business planning areas, including:
We also provide guidance on tax avoidance, structuring plans according to each client’s unique set of goals and expectations. We provide advice as to the various planning options available and allow clients to choose which scenario best suits their individual needs. In addition, we offer guidance with regard to Medicaid planning and long-term care issues. To accomplish those goals, we draft a variety of asset-protection trusts, revocable trusts, and irrevocable trusts. We also conduct various real estate conveyances to accomplish planning goals.
We also offer counsel on estate and trust procedures, including matters involving executors, trustees, court proceedings, court inventories and accountings, and information regarding private trust companies.