| Estate Planning and Trusts |
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CC&J provides estate planning advice and services to individual clients and drafts all types of individual estate planning documents, including, but not limited to, the following:
Revocable Trusts/Irrevocable Trusts
Pourover and Simple Wills
Financial Powers of Attorney
Living Wills/Health Care Powers of Attorney
Dynasty Trusts
Crummey Trusts
Trusts for S Corporation Stock
Inter Vivos QTIP Trusts
Charitable Remainder Trusts
Charitable Lead Trusts
Qualified Personal Residence Trusts
Grantor Retained Annuity Trusts
Irrevocable Life Insurance Trusts
Trusts qualifying for the GST Tax Annual Exclusion
Conservation Easements
Marital Agreements
In addition, attorneys at CC&J work with individuals to structure their charitable gifts to maximize the benefits to charities while taking advantage of the favorable tax deductions associated with charitable giving. Attorneys at CC&J also provide advice on retirement plan distribution rules and strategies; provide advice on life insurance matters (including structuring of ownership and estate and income tax issues); and, counsel clients on medicaid planning.
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