Prepare and process wills, living wills, durable general powers of attorney, and health care powers of attorney.
Prepare and process revocable living trust (ABQD or AB or single grantor) and related tax and other documents with all special provisions.
Prepare and process irrevocable trusts for life insurance and for the splitting of income to minors.
Prepare and process all documentation necessary for private annuities, installment sales, and other freezing techniques.
Advise and counsel on how to document a family's financial status to qualify them for lines of credit or loans.
Advise on how to integrate multi-generational families so as to minimize taxes and problems.
Set up family partnerships.
Set up uniform gifts to minors structures.
Handle all transfers of assets from individuals to trusts or to businesses.
Prepare and implement pre-marriage agreements, post-marriage agreements, or divorce agreements to clarify, simplify, and organize the spousal relationship.
Related Wealth Preservation and Preventive Law Studies