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Proprietary estate planning

Estate laws and taxation present significant risk for wealthy individuals and business owners. Through our proprietary estate planning methodology, we strive to strategically prepare your estate with a clear objective of preserving wealth upon its transfer to the next generation.

For each client, we analyze federal and state estate tax implications and the overall estate settlement costs that, when combined, can cause significant depreciation of an estate. Our analysis provides a benchmark for estimated estate settlement liabilities, and importantly, the basis for development of a strategic plan to cost effectively meet estate obligations and preserve wealth. Our team of experts design the proper legal framework so it can help achieve a client's estate objectives.

Proactive management of an estate plan is essential for ensuring that wealth preservation objectives are met as an estate grows, tax laws change and as a client's needs evolve. Without proper maintenance, which is needed when assets change in value relative to critical thresholds, an estate plan fails upon a triggering event. Consequences can result in liquidation of assets at suboptimal prices or only a limited transfer of estate assets to the next generation.

Our staff adheres to a mandate to maintain each client's estate plan for today and for future generations. Through our Private Client Group platform and regular client reviews, our clients' estate plans are proactively managed to protect their integrity.

Our clients' estate plans consider many important elements:
  • Comprehensive review of estate plans
  • Draft, prepare and execute all legal documents
  • Pour over wills
  • Revocable trusts
  • Irrevocable trust
  • Health care proxy
  • Power of attorney
  • Guardian for minor children
  • Asset, creditor and divorce trusts
  • Trustee and co-trustee appointments
  • Final dynasty trust
  • Family limited partnerships
  • Limited liability companies
  • Prenuptial agreements
  • Postnuptial agreements
  • Probate administration
  • Leveraged gifting strategies
  • Tax-free multi-generational trusts