Estate planning and the preparation of wills and trusts and related instruments bearing upon the preservation and transfer of assets acquired through a lifetime, in the most tax efficient manner consistent with the owner's dispositive wishes, constitutes a significant portion of Jeremy Wisot's work for clients in Tucson, Arizona, where his office is located.

- 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

 

Jeremy V. Wisot, Attorney at Law
Telephone:  (520) 742-9499
Fax:  (520) 498-0717
E-mail: Jeremy.Wisot@jwisot-law.com