Trust Planning

We explore with the client the many beneficial uses of trusts as an essential element of estate planning. We provide insights and practical pointers about trusts of every size and shape. We identify the areas of the use of trusts in connection with disability, charity, life insurance, leveraging gifts, principal residences, and minors. We examine with the client the role played by a marital deduction trust, a credit shelter trust and examine how trusts may protect assets and perpetuate family wealth over multiple generations.

We can help you with all of your Trust Planning needs including:

  • Living Trusts
  • Revocable Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts
  • Self Directed Trusts
  • Special Needs Trusts
  • Real Estate Trusts
  • Marital Trusts
  • Unified Credit (“Bypass”) Trusts
  • Children (or Grandchildren) Trusts
  • Qualified Income (“Miller”) Trusts
  • Educational Trusts
  • Non Us Citizen Qualified Domestic Trusts