We assist clients arrange their financial affairs so that, upon the client's death, the client's assets are distributed exactly as he or she wishes and the tax consequences of distributing that property are minimized.
We use instruments, such as wills, living trusts, or charitable trusts, to provide for an orderly distribution of the assets and payment of any debts or liabilities of the estate. We work closely with our clients to enable us to know exactly what the client wants.
Our advice frequently covers one or more of the following aspects of trust law:
• Creation of trusts
• Distribution of trust assets
• Termination of trusts
• Tax implications
• Trustee powers and duties
• Change of trustees
• Trust administration