Our attorneys advise individuals to structure their charitable gifts to maximize the benefits to charities while taking advantage of the favorable tax deductions associated with charitable giving. Our attorneys also provide advice on retirement–plan distribution rules and strategies, provide advice on life-insurance matters (including structuring of ownership as well as estate and income tax issues), and counsel clients on Medicaid planning.
Areas of Focus
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Types of Clients
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- Revocable Trusts
- Irrevocable Trusts
- Pourover and Simple Wills
- Financial Powers of Attorney
- Living Wills
- Healthcare Powers of Attorney
- Dynasty Trusts
- "Crummey" Trusts for Gifts to Grandchildren
- Trusts That Own S-Corporation Stock
- Spousal Estate-Tax Exempt Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Qualified Personal Residence Trusts
- Grantor Retained Annuity Trusts ("GRATs")
- Irrevocable Life Insurance Trusts
- Trusts Qualifying for the Generation-Skipping Transfer Tax Annual Exclusion
- Conservation Easements
- Marital Agreements
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- Individuals
- Families
- Trustees
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