Estate planning and administration

 

Gift, Estate, and Income Tax Planning
* Unified Gift and Estate Tax Credit
* Marital Deduction
* Annual Exclusion
* Stepped-Up Basis
* Tax Deferral
* Charitable Deductions
* Generation Skipping Tax Exemption

Family Gifting Plans
* Annual Gifting Programs
* Irrevocable Life Insurance Trusts
* Family Business Organizations
* Discounted Value Transfers
* Qualified Personal Residence Trusts (QPRT)

Probate Avoidance
* Living Trusts
* Direct Transfers

Post Mortem Tax Planning
* Disclaimers
* Alternative Valuations
* Tax Elections

Preparation of Estate Tax Returns
* Federal
* State

Charitable Plans
* Outright Gifts
* Testamentary Gifts
* Charitable Lead Trusts
* Private Foundations
* Charitable Remainder Trusts

Business Succession Planning
* Buy-Sell Agreements
* Insurance Funding

Family Asset Protection
* Trusts
* Limited Partnerships

Probate and Intestate Administration
* Opening Estate
* Inventories and Accounting
* Valuation of Assets
* Distribution of Assets
* Closing Estate

Trusts
* Funds
* Administration
* Reformation
* Dissolution