Practice Areas

Our trust planning for our individual and business clients focuses on two primary objectives: facilitating the management and protection of their assets, and accomplishing their tax minimization goals. Our attorneys have many years of experience in trust planning and can accomplish our client's objectives through the strategic use of trusts. In this planning, we regularly implement numerous types of lifetime and testamentary trusts for our clients:

• Revocable trusts
• Lifetime and testamentary irrevocable trusts, such as life insurance trusts, gift trusts, generation skipping trusts, qualified personal residence trusts ("QPRT"), qualified terminable interest property marital trusts ("QTIP"), grantor retained annuity trusts ("GRAT"), and intentionally defective grantor trusts.
• Testamentary trusts created under wills or Revocable Trusts, such as unified credit trusts, general power of appointment ("GPOA") marital trusts, QTIP marital trusts, and qualified domestic trusts ("QDOT").
• Lifetime and testamentary charitable trusts, such as charitable remainder annuity trusts ("CRAT") and charitable remainder unitrust trusts ("CRUT"), charitable lead annuity trusts ("CLAT") and charitable lead unitrust trusts ("CLUT"), as well as private foundations.