Estate Planning
The firm handles all types of basic estate planning. We draft various estate planning documents for our clients, including simple wills, revocable living trusts with pour over wills, healthcare powers of attorney, financial powers of attorney, and advance directives. We also assist clients with advanced estate planning, focusing on strategies to minimize federal wealth transfer taxes including the estate tax, the gift tax and the generation skipping transfer tax. Such strategies involve annual gifting programs, irrevocable life insurance trusts, qualified personal residence trusts, grantor retained annuity trusts, intentionally defective grantor trusts, family limited partnerships and liability companies, and other such structures used in advanced estate planning. Estate & Trust Administration The firm works with individuals and family members to assist with the probate of estates. The firm also provides assistance to clients with trust administration. Business Planning The firm advises clients on a variety of business issues, including choice of entity and entity formation as well as buy-sell agreements between entity owners. The firm also handles business succession planning matters to assist clients in transferring their entity ownership interests to other owners, family members, and/or third parties. Charitable Planning The firm assists clients with charitable planning, including charitable gifting programs and the formation of charitable trusts. The firm also works with clients to form private foundations and other charitable entities, including formation of nonprofit corporations and the preparation and review of entity applications for tax exempt status. Asset Protection Planning The firm advises clients regarding asset protection planning, providing recommendations for optimal asset protection. In addition, we assist clients with formation of Nevada domestic asset protection trusts. | Estate Planning - Basic
Wills Revocable Living Trusts Powers of Attorney Advance Directives Estate Planning - Advanced Annual Gifting Programs Irrevocable Life Insurance Trusts Qualified Personal Residence Trusts Grantor Retained Annuity Trusts Intentionally Defective Grantor Trusts Family Limited Liability Companies Estate & Trust Administration Probate Trust Administration Business Planning Choice of Entity Entity Formation Buy Sell Agreements Business Succession Planning Charitable Planning Charitable Gifting Programs Charitable Trusts Private Foundations Formation of Nonprofit Corporations Applications for Tax Exempt Status Asset Protection Planning Nevada Domestic Asset Protection Trusts |