We assist our clients by creating sophisticated yet efficient estate planning strategies, including lifetime and charitable gifting techniques, aimed at estate preservation and transfer of wealth plans, minimizing estate taxes, and avoiding probate.

We work closely with our clients in order to create a custom-tailored estate plan implementing the appropriate estate planning documents including, but not limited to:

• Last Wills and Codicils
• Powers of Attorney
• Advance Medical Directives (Living Wills)
• Irrevocable Trusts
• Revocable Living Trusts
• HIPPA Releases
• Family Irrevocable Trusts
• Grantor Retained Trusts
• Defective Grantor Trusts
• Insurance funded trusts and GST planning
• Qualified and Personal Residence Trusts
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Lifetime gifting and use of strategies above-2025
• Charitable gifting of art, antiques, etc. and lease backs
• Domicile changes and planning
• Family LP, LLC and S-Corporations
• Discounting valuation of closely held business interests
• Installment sale and self-cancelling notes

Your carefully drafted estate planning will accomplish the following:

• Plan for end of life care
• Minimize post-mortem conflicts
• Dispose of all assets
• Avoid probate
• Minimize or eliminate estate taxes