Estate Planning
We advise individual clients and their families on the use of traditional and innovative estate planning
arrangements for the management, conservation and transfer of wealth. Through detailed consultations with
our clients, we can create estate plans that provide:
- Optimal utilization of assets during life,
- Orderly disposition of assets after death that fulfills testamentary objectives and family needs, and
- Avoidance of taxes and probate administration.
In addition, we work with clients to create advanced
health care directives to provide clarity and dignity with respect to medical decisions in the event
of incapacity.
Estate plans often include a combination of the instruments and methods listed below:
- Last Will and Testament
- Revocable and Irrevocable Trusts
- Tax Savings Trusts, including Marital Bypass Trusts and Charitable Remainder Trusts
- Qualified Domestic Trusts for non-citizens
- Durable Powers of Attorney
- Advanced Health Care Directives
- Guardianship Nominations
- Family Limited Partnerships
- Asset Protection Trusts
- Life Insurance
- Gift Planning
- Property Transmutation Agreements
- Business Interest Rearrangements
To schedule a consultation, please send an email to
Or call our office at
(408) 297-2277