Estate Planning

ESTATE PLANNING

ESTATE PLANNING

Our firm can help you with basic to the most sophisticated estate planning. We work with busy doctors, surgeons, attorneys, dentists, administrators, and business executives. While we are seasoned in more sophisticated planning strategies, we understand and appreciate the importance of early planning for young professionals and families.

A PLAN SPECIFICALLY TAILORED TO YOU

We work with clients at all stages of their careers and help them create a custom plan tailored to their situation, incorporating pertinent retirement and end-of-life issues. We value and appreciate clients who are self-motivated and proactive in achieving their planning objectives.  
Our practice may assist you with, but is not limited to, the following:

Wills
Trusts
Revocable or Living Trusts
Irrevocable Trusts

  • Asset Protection Trusts
  • Gifting Trusts
  • Marital Trusts
  • Qualified Terminable Interest Trusts (QTIP)
  • Credit Shelter Trusts (aka Bypass Trusts)
  • Charitable Lead Annuity Trusts (CLAT)
  • Charitable Remainder Annuity Trusts (CRAT)
  • Dynasty Trusts
  • Grantor Retained Annuity Trusts
  • Irrevocable Life Insurance Trusts (ILIT)
  • Grantor Trusts
  • Non-Grantor Trusts
  • Third-Party Special Needs Trusts
  • Retirement Plan Trusts
  • Generation-Skipping Tax-Exempt Trusts
  • Living QTIP Trusts
  • Spendthrift Trusts
  • Discretionary Trusts
  • Support Trusts
  • Incentive Trusts


Durable Financial Powers of Attorney
Health Care Directives
Living Wills
Durable Healthcare Powers of Attorney
Health Insurance Portability and Accountability Act (HIPAA) Authorization Forms
Pour-Over Wills

DISCLAIMER We are lawyers after all.

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