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Estate Planning

Trusts for Asset Protection: watch your language

Estate Planning| Estate Tax 26 Sep

In the law, what you say can become really important years down the line in a way that couldn’t be foreseen. In this article, I’ll discuss why the help that most of my clients seek — asset protection — can sometimes backfire when the plan actually needs to protect their assets. The “Asset Protection Trust” […]

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Advanced Estate Planning: The A-B Trust

Estate Planning| Estate Tax 26 Sep

Today, we will discuss one of the most common estate tax avoidance strategy: the A-B trust, the Family Trust, or the credit shelter trust. Thanks to the Taxpayer Relief Act of 2010, many clients won’t require this kind of estate planning anymore, but the A-B Trust still has important and handy uses and should always remain a […]

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The Caveats of Estate Tax Exemption Portability

Estate Planning| Estate Tax 26 Sep

Thanks to the Taxpayer Relief Act of 2010, the estate tax exemption has been raised to a lofty $5.43 million for 2015, an amount that means that most clients won’t have to worry about the federal estate tax (unless they have a wealthy mindset!) It also fixes a part of the law that previously caused […]

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Real Estate Law

  • – Quitclaim Deed Drafting
  • – Title Services
  • – Title Insurance
  • – Title Examinations & Opinions
  • – Mortgages and Liens

Estates + Trusts Law

  • – Estate Planning
  • – Probate & Estate Administration
  • – Succession Planning

Business Law

  • – Business Law
  • – LLC Formation
  • – Contract Law
  • – Choice of Entity
  • – Licensing and Permits
  • – Commercial Lending

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