Daniel S Coriat's Legal Cases (6)

Estate planning

Deportation Trusts

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OUTCOME:

I have designed estate plans for immigrants exposed to deportation proceedings to ensure family harmony and business continuity.

Estate planning

Special Needs Trusts

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OUTCOME:

I have designed third-party special needs trusts for a variety of families with children receiving government assistance

Estate planning

ILITs

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OUTCOME:

I have designed several Irrevocable Life Insurance Trusts for families exposed to estate taxes

Estate planning

Irrevocable trusts for foreign investors

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OUTCOME:

I designed a number of irrevocable trusts to protect foreign investors from estate taxes and capital gains.

Estate planning

QTIPs and QDOTs

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OUTCOME:

Depending on the immigration status of married clients, I have designed several trusts intended to minimize tax exposure and keep monetary legacies within family bloodlines in cases of blended families ... .

Estate planning

Purposeful Trusts

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OUTCOME:

I created trusts that incorporate non-monetary legacies, such as bedrock family principles and beliefs, life lessons, and guidelines intended to provide a family blueprint of values for descendants and ... prevent entitlement and "affluenza" frequently present among beneficiaries

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