Assisting clients with designing and implementing estate plans, assisting with associated tax planning, asset transfers, beneficiary designations and gift tax returns.
- Asset Ownership and Beneficiary Designations
- Family Limited Partnerships
- Family Trusts
- Generation-Skipping Trusts
- GRATs
- International Planning
- Irrevocable Insurance Trusts
- Wills and Revocable Trusts
- Charitable Remainder and Lead Trusts