Wealth Preservation

Estate Planning is important to everyone with personal property and possessions. Protecting assets is beneficial for you, your spouse, and your children. We are well versed in wealth preservation strategies including:

• Estate Tax Reduction
• Generation-Skipping Tax (GST) and planning for grandchildren
• Children’s and Minor Trusts
• Spousal Planning
• Probate Avoidance
• Homestead Trusts
• Grantor Retained Annuity Trusts (GRATs)
• Qualified Personal Residence Trusts (QPRTs)
• Intentionally Defective Grantor Trusts (IDGTs)

We also help our clients establish an effective asset protection strategy by reorganizing ownership of their assets. By creating trusts, partnerships, and other forms of protection, we tailor a strategy for each individual client’s circumstances. Every effort is designed to dovetail with the client’s estate plan to provide comprehensive and effective asset protection. Whether using Irrevocable Trusts, family entities, general creditor protection techniques, or homestead protection, our attorneys will find a strategy that works best for you.