Trusts and Estates
We prepare lifetime trusts and wills for clients after thorough discussions and analysis of their individual circumstances and goals. We use our knowledge, skills and expertise of many different types of trusts, and our understanding of a client’s individual circumstances, in recommending whether a client should consider establishing a particular type of trust, including grantor retained interest trusts, personal residence trusts, special needs trusts for disabled beneficiaries, “defective” grantor trusts, life insurance trusts, “crummey” trusts, minors’ trusts, electing small business and qualified subchapter S trusts, charitable lead trusts, charitable remainder trusts, “dynasty” trusts intended to last for many generations, by-pass or credit shelter trusts, marital deduction or qualified terminable interest property “QTIP” trusts, etc.