CONSULTS ON INDIVIDUAL AND FAMILY WEATH PRESERVATION AND TRANSFER

 

Consults on the legal and tax aspects of individual and family wealth preservation and intergenerational transfer by applying sophisticated gift and estate planning techniques.

 

Designs and drafts wills, trusts, general and special powers of attorney and advanced health care directives for health care. Designs and drafts revocable and irrevocable, spendthrift, special needs, charitable lead, remainder and wealth transfer trusts. Drafts qualified domestic trusts to preserve assets for non-citizen spouses. Designs and drafts pre and post marital agreements to protect interests of individual spouses.

 

Develops estate and gifting plans that minimize state and federal transfer (estate, gift and generation skipping transfers) taxes.

 

Consults on the legal and tax aspects of individual and family wealth preservation and intergenerational transfer by applying sophisticated gift and estate planning techniques.

Designs and drafts wills, trusts, general and special powers of attorney and advanced health care directives for health care. Designs and drafts revocable and irrevocable, spendthrift, special needs, charitable lead, remainder and wealth transfer trusts. Drafts qualified domestic trusts to preserve assets for non-citizen spouses. Designs and drafts pre and post marital agreements to protect interests of individual spouses.

Develops estate and gifting plans that minimize state and federal transfer (estate, gift and generation skipping transfers) taxes.