Underberg & Kessler’s Estates and Trusts Group has considerable experience in counseling clients and implementing a broad range of estate planning vehicles including:
- Wills containing non tax planning testamentary trusts
- Wills containing tax planning testamentary trusts
- Powers of Attorney, Health Care Proxies and Living Wills
- Revocable Living Trusts, both with and without estate tax planning provisions
- Irrevocable Life Insurance Trusts
- Qualified Personal Residence Trusts
- Charitable Remainder and Lead Trusts
- Grantor Retained Annuity or Unitrusts
- Defective Grantor Trusts
- Dynasty Trusts
- Family Limited Partnerships and Limited Liability Companies
In addition we provide assistance and planning guidance with respect to:
- Medicaid Planning
- Elder Care Planning
- Gifting Programs
- Educational Trust Planning