Wills, Trusts and Estates
Proper planning is essential to design a plan that details how an individual’s assets should be managed in the event of death or incapacity and which aides to reduce estate taxes to the legal minimum. It is further vital to address decisions concerning an individual’s health, property, and his or her dependents during any potential period of temporary or permanent incapacity.
Our attorneys use their extensive experience to help clients – including individuals, corporate fiduciaries, and charitable and non-profit entities – attain their goals for themselves and their families, or organizations (including succession planning), while minimizing applicable income, gift and estate taxes. The work of our Wills, Trusts and Estates Group includes planning and document preparation for the management and transfer of an individual’s estate during lifetime, upon incapacity, and upon death. This includes advice regarding the income, gift, generation-skipping and estate tax considerations directed to achieve tax savings within the individual’s planning requirements. Additionally, we counsel clients on the use of powers of attorney, living wills, revocable and irrevocable trusts, and court guardianship proceedings.
We can further assist with proper structuring to protect your asset portfolios from a potential judgment holder, which involves detailed planning and restructuring including, but not limited to, the formation, recapitalization, conversion, or dissolution of various business entities, creation and funding numerous types of trusts, reallocation of liquid investments, formalization of existing financial arrangements, pre and post marital planning, estate planning, among other strategies.
Some of our specific areas of experience include:
- Estate, Gift and Income Tax Planning
- Estate Planning for Non-Citizens
- Estate and Income Tax Audit and Litigation
- Planned Charitable Giving
- Wealth Preservation Planning
- Domestic and Foreign Trusts
- Retirement Benefits and Tax Planning for Distributions from Pension Plans
QPWB attorneys understand and address the significant personal and family issues that are involved in the estate planning process. They endeavor always to implement the client’s personal and business goals in a tax efficient manner.
Eric W. Boyer, Managing Partner
305 670 1101 │ firstname.lastname@example.org
305 670 1101 │ email@example.com