Estate Planning, Wills and Trusts:  Examination and analysis of nature and value of assets, manner in which title held and potential estate tax liability Determination and clarification of client's wishes for disposition of assets on death Recommend solutions to accomplish client's objectives and to achieve optimum tax efficiency with those objectives in mind Prepare wills, with or without testamentary trusts, revocable "living” trusts with "pour-over” wills, any desired or appropriate irrevocable trusts, such as insurance trust, charitable trust, "Crummey” trust Prepare premarital agreements, transmutation agreements, family partnership and limited liability company agreements and other agreements affecting marital or family assets and wealth transfer Plan for retirement assets, including lifetime distributions and distributions upon death under qualified plans and IRAs Prepare General Durable Power of Attorney, Health Care Power of Attorney and Living Will Prepare documents to, and assist in, transfer of assets to fund revocable trust Close This Window