Some of the more common estate planning instruments that we draft for our clients include:
- Wills
- Revocable "living trusts" customized to our client's wishes and designed to take advantage of Federal and state transfer tax exemptions
- Irrevocable trusts, including:
- Generation-skipping trusts that include multiple or an unlimited number of generations commonly referred to as "dynasty" trusts
- Grantor trusts for installment sale transactions
- Life insurance trusts
- Minors trusts
- Leveraged gifting techniques including:
- Family limited partnerships (FLPs)
- Installment sales to defective grantor trusts
- Grantor retained annuity trusts (GRATs)
- Qualified personal residence trusts (QPRTs)
- Self-canceling installment notes (SCINs)
- Annuities
- Insurance partnerships
- Charitable split-interest trusts, including:
- Charitable remainder trusts
- Charitable lead trusts
- Private foundations and charitable gift annuities
- Durable powers of attorney and advance medical directives
- Marital property agreements (both prenuptial and postnuptial designed to afford both tax and non-tax benefits)
Estate Planning Questionnaire