Wealth Strategies

Wealth Strategies Capabilities

  • Adoptions
  • Analysis of state residency
  • Asset alignment
  • Asset protection planning
  • Asset protection trusts
  • Business succession planning
  • Buy-sell agreements
  • Charitable lead trusts
  • Charitable planning
  • Charitable remainder trusts
  • Close corporation agreements
  • Credit shelter trusts
  • Discount planning
  • Elder law planning
  • Estate administrations
  • Estate planning
  • Estate tax avoidance planning
  • Family partnerships and LLCs
  • Gift tax returns
  • Grantor trust planning
  • GRAT planning
  • Guardianships
  • Health care documents
  • Insurance trusts or ILITs
  • IRS audits and tax controversies
  • LLC formation 
  • LLC operating agreements
  • Marital trusts
  • Powers of attorney
  • Premarital/postmarital agreements
  • Private foundations
  • Probate avoidance
  • Qualified personal residence trusts or QPRTs
  • Retirement planning
  • Sales to intentionally defective trusts
  • Special needs trusts
  • Spousal lifetime access trusts or SLATs
  • Trust administrations
  • Trust planning
  • Trust/estate litigation
  • Wealth transfer planning
  • Wills
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