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We provide a broad range of estate planning services to our clients. We assist our clients in conserving, managing and transferring their wealth, while minimizing income, gift, estate and generation-skipping transfer taxes.
Common planning services in this process include:
- Preparation of wills and/or revocable trusts
- Drafting, funding, and administering “Irrevocable Life Insurance Trusts,” including preparation of “Crummey” notices, when appropriate
- Preparing and managing limited partnerships and limited liability companies
- Creation of multi-generational irrevocable “Dynasty Trusts” or “Intentionally Defective Grantor Trusts” (“IDGTs”)
- Organizing and executing transactions with Dynasty Trusts, such as installment sales of assets
- Intra-family loans and sales involving notes, self-cancelling notes and private annuities
- Preparation and on-going representation of “Grantor Retained Annuity Trusts” (“GRATs”)
- Incorporating “Qualified Domestic Trusts” for appropriate cases involving clients with non-citizen spouses
- Incorporating “Special Needs Trusts” for clients with beneficiaries with special needs
- Drafting and strategizing funding options for “Qualified Personal Residence Trusts” (“QPRTs”)
- Complex Charitable Lead Trust planning
- Planning for Charitable Remainder Trusts and capital gains tax deferral
- Creation of “Private Foundations” in corporate or trust form
- Preparation and filing of IRS Form 1023 (application for recognition of exempt status) and on-going representation of Private
- Foundation members and Directors
- Assisting with beneficiary designation planning for life insurance, IRAs, 401ks, annuities and other assets
- Preparation of incapacity planning documents including Durable Powers of Attorney, Designations of Health Care Surrogates and
- Living Wills/Declarations