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Gifts and Estate Planning |
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In the area of gifts and estate planning, we develop and implement an overall plan to minimize estate, gift and generation-skipping taxes while achieving our client's goals, including planning for lifetime and death transfers, incompetency and creditor protection. This plan often includes the use of annual exclusions, unified credit deductions, family limited partnerships, trusts, wills, family trusts and insurance trusts. We also provide planning services and prepare appropriate documents addressing children's educational needs or other special circumstances, for foreign residents, for planned charitable giving, and for incapacitated individuals needing assistance on estate and health care matters.
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