Legal services provided:
- Wills
- Revocable and irrevocable trusts
- Lifetime and testamentary gifting plans
- Charitable giving plans
- Optimizing ownership structure
- Private split dollar arrangements, and other advanced funding mechanisms
- Life insurance planning, including irrevocable life insurance trusts
- Planning for qualified retirement plans
- Grantor retained annuity trusts
- Generation-skipping transfers
- Qualified personal residence trusts
- Strategies involving "Intentionally Defective" grantor trusts
- Dynasty trusts
- Asset-protection trusts
- Family limited partnerships and limited liability companies
- Optimizing and leveraging annual exclusion gifts
- 2503(c) trusts
- Lifetime and testamentary QTIP trusts
- Disclaimer planning
- Incentive trusts and other strategies to prevent wealth dependency
- Trusts for children and disabled adults
- Valuation planning
