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Estate Planning

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Estate planning is the process of getting one's personal affairs in order to provide as smooth and orderly a transition as possible upon one's death or incapacity. While that is an accurate description, it can include so much more. From the simple to sophisticated, following is a list of services the firm routinely provides in this area:


Last Will & Testament

Revocable Trusts

Irrevocable Trusts                                                                                        

Powers of Attorney (General & Durable)

Living Wills

Health Care Surrogate Designations

Anatomical Gifts (Organ Donation)

Pre-Need Guardian Planning

Elder Law


Estate, Gift & Generation-Skipping Transfer Tax Planning

Gift Planning

Life Insurance Planning

Succession Planning for Family Businesses

Family Offices

Irrevocable Life Insurance Trusts ("ILITs")

Intentionally Defective Irrevocable Trusts ("IDITs")

Grantor Retained Annuity Trusts ("GRATs")

Grantor Retained Unitrusts ("GRUTs")

Qualified Personal Residence Trusts ("QPRTs")

Special Needs Trusts ("SNTs")

Trust Modification, Reformation & Termination

Pre- and Post-IPO Planning

Educational Trusts for Children and Grandchildren

Pet Care Trusts

Planning for Resident Aliens & Non-Resident Aliens

Pre- and Post Immigration Planning

Valuation Discounts


Outright Gifts

Charitable Remainder Annuity Trusts ("CRATs")

Charitable Remainder Unitrusts ("CRUTs")

Charitable Lead Annuity Trusts ("CLATs")

Charitable Lead Unitrusts ("CLUTs")

Charitable Gift Annuities

Private Foundations

Public Foundations

Scholarships & Matching Grants

Wealth Replacement Trusts

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