Estate planning and the implementation of multi-generational plans challenge us to bring to bear all of our skills and experience. For this reason it is especially satisfying when we can bring lasting benefits to our clients and their families. The starting point for this is a determination of a client’s values and goals for sustaining wealth through multiple generations.

This kind of estate planning can be thought of as ninety-nine year planning, in contrast to financial planning which usually is limited to two or three decades.

Our expertise with estate planning, trust management and other multi-generational issues includes following through with the administration of all the trusts and related vehicles currently used for sustaining family wealth.

• Revocable Living Trusts (RLTs)
• Trustee Selection and Change of Trustees
• Irrevocable Life Insurance Trusts (ILITs): Wealth Replacement Trusts
• IRA Management Trusts
• Qualified Personal Residence Trusts (CRTs)
• Grantor Retained Annuity Trusts (GRATs)
• Incentive Trusts
• Dynasty Trusts
• Family Limited Partnerships (FLPs)
• Succession Planning
• Employee Stock Ownership Plans (ESOPs)