We Help You Plan Ahead
We offer comprehensive estate planning services. We employ both innovative and proven strategies to implement bespoke estate plans and other legal instruments to improve and/or negate adverse tax consequences and to achieve your estate planning objectives.
Our firm specializes in the following:
- Wills and Trusts
- Powers of Attorney
- Advance Health Care Directives
- Life Insurance Trusts (ILIT)
- Trustee Removal/Replacement
- Special Needs Trusts
- Guardianships
- Spendthrift Beneficiary Planning
- Substance Abuse Beneficiary Planning
- Blended family planning
- Medicaid estate planning
- Same-sex estate planning
- Pet Trusts
- Qualified Domestic Trusts (QDOT)
- Grantor Retained Annuity Trusts (GRAT)
- Family Limited Partnerships (FLP)
- Charitable Gifts (e.g. Charitable Lead Annuity Trusts, Charitable Remainder Annuity Trusts, CRAT)
- Spousal Limited Access Trusts (SLAT)
- Foundations
- 501(c)(3) Entities (tax-free entities)