Our client-centric approach to estate planning is a hallmark of our practice. We develop a thorough understanding of each client’s individual goals, needs, and desires so that we can design and implement a customized estate plan that best meets the client’s specific objectives, while minimizing the tax burden to heirs. Our attorneys regularly draw upon their strong tax backgrounds to provide integrated estate, gift, and income tax planning advice in conjunction with the estate planning process.
From the most basic of estate plans to the highly complex, we afford the highest level of attention and care to each of our clients, while offering practical and cost-effective solutions to bring you peace of mind that your future and family are secure. Our broad range of estate planning services include:
- Wills
- Durable Powers of Attorney
- Healthcare Powers of Attorney
- Living Wills
- HIPAA Release forms
- Revocable Trusts
- Irrevocable Trusts
- Nominee Realty Trusts
- Special/Supplemental Needs Trusts
- Asset Protection Trusts
- Standalone Retirement Trusts
- Irrevocable Life Insurance Trusts (ILITs)
- Qualified Personal Residence Trusts (QPRTs)
- Other advanced estate planning techniques for high net-worth individuals. Please visit our Estate & Gift Tax Planning services for more information.
We work closely with our clients and their financial advisors, bankers, insurance agents, and other professionals to ensure that the estate plans we design are properly implemented. This typically requires the funding of certain trusts, retitling of assets, and the completion of new or updated beneficiary designation forms.
Even the most sound estate plans require periodic review and updates over time to address changes in circumstances, whether such are changes in the relevant tax law, or changes in your particular family or financial situation. We stand ready to assist you in reviewing and updating your carefully crafted estate plans to ensure their continued effectiveness over time.
Prague & Grossman LLP is a proud member of WealthCounsel, LLC, the nation’s premier organization of estate planning attorneys across the country. Through WealthCounsel, we collaborate with other estate planning professionals to analyze the most current and cutting-edge legal developments and practice techniques in the field of estate planning.
