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Estate Planning
- Developing both traditional and sophisticated estate plans, including
- Wills
- Revocable trusts
- General durable powers of attorney
- Health care powers of attorney
- Living wills
- Irrevocable life insurance trusts (“ILITs”)
- Irrevocable trusts for lifetime gifts, including Crummey trusts, generation skipping trusts and dynasty trusts
- Qualified personal residence trusts (“QPRTs”)
- Grantor retained annuity trusts (“GRATs”)
- Intentionally defective grantor trusts (“IDGTs”)
- Coordinating beneficiary designations with estate planning documents
- Forming and funding family limited liability companies (“LLCs”)
- Developing lifetime gifting programs to utilize federal gift tax annual exclusion amounts
- Planning and implementing lifetime gifts to utilize the lifetime federal estate and gift tax exemption
- Preparation of federal gift tax returns
- Representation during IRS audit of federal gift tax return
Estate Administration
- Handling the estate administration process from beginning until completion, which includes
- Preparing and filing all probate documents
- Publishing notice to creditors
- Preparation of estate accountings
- Planning how and when to make distributions to beneficiaries
- Funding trusts
- Coordinating with CPAs to file final individual income tax return
- Preparation of fiduciary income tax returns
- Representation during IRS audit of federal estate tax return
- Guardianship proceedings for assets left to minors
Trust Administration
- Establishing and funding trusts during lifetime and upon death
- Preparation of fiduciary income tax returns
- Preparation of trust accountings
- Coordinating distributions to minimize income taxes
- Modification of irrevocable trusts