Trust Formation

We can set up for you and your loved one's benefit various trusts such as by-pass trusts, living trusts, marital trusts, special needs trusts, charitable trusts, qualified personal residence trusts, and trusts for other purposes.

For example, do you know that you can reduce your estate tax liability by placing appreciating assets in a trust? Also, without a Credit Shelter trust, you and your spouse may waste a substantial amount of estate tax exemption.

In conjunction with our estate planning practice, we can help you minimize your estate and gift tax liability and smooth the way for the disposition or succession of your business or personal assets.