Core Estate Planning Services include:
- Wills, and if appropriate, Revocable Trusts
- Powers of Attorney and Living Wills
- Beneficiary Designations for Life Insurance and Retirement Plans
More complex estate planning may involve the strategies using:
- Irrevocable Life Insurance Trusts
- Funded Revocable Trusts
- Transfers of business interests and certain investment assets via Family Limited Partnerships (FLPs) and Family Limited Liability Companies (FLLCs)
- Grantor Retained Annuity Trusts (GRATs), Grantor Retained Unitrusts (GRUTs), and Grantor Retained Income Trusts (GRITs)
- Charitable Remainder Trusts and Charitable Lead Trusts
- Private Foundations
- Qualified Personal Residence Trusts (QPRTs)
- Sales and gifts to Irrevocable Grantor Trusts
- Domestic Asset Protection Trusts
- Limited Liability Companies and similar entities for family asset protection
- Qualified Domestic Trusts (QDOTs) for non-citizen spouses