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Typical Estate Planning Engagements

Practice Area: Estate planning

Outcome: Estate and Gift tax Plans/Probate avoidance

Description: In all of my estate plans I focus on minimizing transfer taxes to the chosen beneficiaries of the client. Whether we have to focus on immediate gift taxes or estate, generation skipping and income taxes, we prepare a plan that will minimize one's tax exposure no matter how they want to structure the disposition of their estate. We also focus on structuring each and every client's estate in an asset protected manner so that beneficiaries will not lose their inheritance to creditors or judgments. With the current legal climate in this country, I find each and every client that I work with is concerned about litigation exposure, and it is our job to protect them and their families to the greatest extent possible.

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