• Wills: Review current wills to ensure that dispositive provisions accomplish current testamentary goals, the effective use of applicable exclusion amount, survivorship provisions, lapse provisions, disclaimer provisions, tax provisions, trust provisions, generation skipping transfer tax provisions, administrative provisions. Advice on and drafting of a will.
  • Powers of Attorney: Prepare both general powers of attorney and medical powers of attorney and advise clients of the legal ramifications of powers.
  • Living Wills: Prepare living wills and advise clients of the legal ramifications of terminating artificial life support systems.
  • Trusts: Advise on the benefits of trusts in a comprehensive estate plan. Drafting of trusts to meet the specific needs of each individual client. Types of trusts include, but are not limited to:
    • Irrevocable trusts for wealth transfer and asset preservation
    • Intentionally “Defective” Grantor Trusts
    • Irrevocable Life Insurance Trusts (ILIT)
    • Grantor Retained Annuity Trusts (GRAT)and Grantor Retained Unitrusts (GRUT)
    • Qualified personal residence trusts (QPRT)
    • Specials needs trusts
  • Charitable Giving: Extensive experience with the following:
    • Charitable Remainder Annuity Trusts (CRAT) and Charitable Remainder Unitrusts (CRUT)
    • Charitable Lead Trusts (CLAT and CLUT)
    • Family Foundations
    • Exempt Organizations
  • Formation of family investment entity: Use of a limited liability company or family limited partnership to maintain family control and efficient management of assets and facilitate gifts and estate planning.
  • Estate Freeze Techniques: Design of sophisticated estate planning strategies including, but not limited to:
    • Sales to Grantor Trusts
    • Self-Cancelling Installment Notes (SCIN)
    • Private Annuities and Installment Sales
    • GRATS and GRUTS
  • Pension plan/IRA beneficiary designations: Determine that beneficiary designations are current and coordinate with testamentary goals.
  • Life insurance program: Determine whether insurance is needed or useful and the optimal form of ownership and method of payment of premiums. Analysis of existing insurance program to determine if it is functional or requires restructuring.

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