Trust, Wills & Estates

 

Estate planning is a significant matter that deserves every person’s attention. A general estate plan directs the distribution of a person’s assets upon death. A well-articulated estate plan avoids unnecessary estate taxes and probate costs, clearly expresses a person’s intent, and plans for incapacity and other uncertainties.

We help you prepare well-articulated estate plans. We help you avoid unnecessary estate taxes and probate costs, allowing you to pass more assets to your beneficiaries. We help you avoid conflict by clearly expressing your intent and carefully arranging estate planning documents.  We help you plan the management of your estate in the event of incapacity.  We work closely with you to select the best course of action to address your concerns, shield your assets, and protect your family. We tailor each estate plan to satisfy your exact needs and specific desires.

We prepare estate plans for all sizes and types of estates. We have prepared estate plans for multimillion dollar estates as well as estates that are valued significantly less. We have prepared complex estate plans that involved a variety of assets and a diverse range of business interests. We have also prepared simple estate plans that required only a will, power of attorney, and healthcare directive.

Our estate planning practice includes:

Living Trusts Irrevocable Life Insurance Trusts Wills
Irrevocable Trusts Trust Administration Powers of Attorney
Asset Protection Trusts Trust Funding Healthcare Directives
Special Needs Trusts Family LLCs Family Limited Partnerships

 

REPRESENTATIVE MATTERS

  • Crafted a multimillion dollar estate plan for a legendary Hong Kong producer of martial arts films.
  • Formed family limited partnerships to limit liability, manage wealth distribution, and streamline business operations for a real estate financier
  • Organized a family limited liability company that managed various apartment complexes to limit a family members’ liability, avoid unnecessary estate taxation, and streamline administration.
  • Formed a multimillion dollar estate plan for a securities funds manager.
  • Created a special needs trust for the care of a developmentally disabled child.