Preserving your family’s legacy is important.  We design comprehensive estate plans to help your family transition wealth and personal assets in a way that preservers your values and traditions.

Passing Value & Responsibility To Family Members

  • Fully Funded Revocable Living Trusts
  • Dynasty Trusts
  • Wealth Replacement Trusts
  • Private Foundations
  • Testamentary Foundations
  • GRAT’s & GRUT’s
  • STARR Trusts
  • Educational Trusts
  • Legacy Interviews

Protection From Administrative Expense & Delay

  • DSPA’s
  • Fully Funded Revocable Living Trusts
  • Nominee Partnerships

Maintaining Control Over Your Person & Affairs

  • DSPA’s
  • Health Powers
  • Living Trusts
  • Long Term Health Care
  • Disability Protection
  • Salary Continuation Plans
  • Living Wills

Assure Lifestyle/Tax-Free Conversion Of Paper Profits

  • CRAT’s, CRUT’s & NIMCRUT’s
  • Off-Shore Corporations
  • Non-Qualified Deferred Compensation Plans
  • GRAT’s & GRUT’s

Save Federal Gift & Estate Tax

  • QTIP’s & QDOT’s
  • ILIT’s
  • Charitable Foundations
  • Charitable Remainder Trusts
  • Grantor Retained Annuity & Unitrusts
  • Family Limited Partnerships
  • Corporate Discounted Gifts
  • QPRT’s
  • Split Gifts
  • Conservation Easements

Income Tax Reduction

  • Charitable Lead Trusts
  • CRAT’s, CRUT’s & NIMCRUT’s
  • Off-Shore Corporations
  • Domestic Family Limited Partnerships
  • Conservation Easements
  • Private Foundations
  • Family Corporations

Protection From Government & Lawsuits

  • Private Foundations
  • CRAT’s, CRUT’s & NIMCRUT’s
  • GRAT’s & GRUT’s
  • Domestic Family Limited Partnerships
  • Limited Liability Companies
  • Off-Shore Corporations
  • Off-Shore Trusts