Wills

 

Powers of Attorney

 

Living Wills

 

Probate and Succession Administration

 

Federal Estate Tax Return

(Form 706)

 

Trusts

• Irrevocable trusts
• Intentionally “Defective” Grantor Trusts
• Irrevocable Life Insurance Trusts (ILIT)
• Grantor Retained Annuity Trusts (GRAT)and Grantor Retained Unitrusts (GRUT)
• Qualified Personal Residence Trusts (QPRT)
• Specials Needs Trusts

 

Charitable Giving

• Charitable Remainder Annuity Trusts (CRAT) and Charitable Remainder Unitrusts (CRUT)
• Charitable Lead Trusts (CLAT and CLUT)

 

Formation of Family Investment Entity (LLC)

 

Estate Freeze Techniques, such as:

• Sales to Grantor Trusts
• Self-Cancelling Installment Notes (SCIN)
• Private Annuities and Installment Sales
• GRATS and GRUTS