Trusts

screen-shot-2016-10-03-at-1-48-33-amWe help our clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations. Our goal is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. We spend a significant amount of time dealing with the federal estate, gift and generation skipping tax issues involved in transfer planning.