Estate Planning : Examples of services
- Drafting wills, revocable trusts and irrevocable life insurance trusts to reduce federal and state estate taxes.
- Implementing non-tax aspects of wealth transfers, such as drafting limitations on access to trust funds depending upon age and special needs.
- Planning for incapacity.
- Drafting family limited liability agreements as vehicles for family gifting programs.
- Succession planning for family-owned and other closely-held businesses.
- Analysis and implementation of disclaimers as a post-mortem estate planning tool.
