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We have successfully assisted in a variety of estate planning techniques, including, in appropriate cases, the use of:
- Living Trusts which avoid the costs and delays of probate;
- Insurance Trusts which can provide gifts to children and grandchildren outside of probate;
- Intervivos Gift programs which can provide substantial tax savings to the family as a whole without diminishing the security or independence of the husband and wife in their golden years; and
- Charitable Gift Programs.
In connection with closely held family businesses, we have assisted clients in the transition of ownership and operation of businesses from one generation to the next.
In addition, we can be of assistance with regard to advance directives for medical care. We can provide you with the recognized alternatives you have, and prepare the necessary documents where you now set forth the degree of medical care that you want to receive in the future, when you may not be capable of making such a decision.
We offer complete services in connection with the handling of a decedent's affairs, whether it is in the structured environment of probate, or in the more informal, and less costly, preparation of a Living Trust. |
