ESTATE PLANNING
We take a creative, yet prudent approach to helping clients
preserve their wealth for themselves and future generations.
- Family Limited partnerships
- Limited liability companies
- A/B trusts
- Charitable lead and remainder trusts
- Qualified personal residence trust
- Grantor retained annuity trusts
- Intentionally defective grantor trusts
- Self-canceling installment notes
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- Irrevocable life insurance trusts
- Retirement plan/IRA designations
- Asset protection trusts
- 2503(c) minors trusts
- QTIP trusts
- Disclaimer planning
- Recapitalizations
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