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Gust Rosenfeld’s trust and estate attorneys strive to understand the current and future needs of our clients in order to preserve and protect family wealth. Our estate planning attorneys assist clients in achieving their goals to minimize income, gift and estate taxes. In addition, clients rely on us to coordinate business, insurance and estate planning alternatives to achieve generational transfers with maximum tax savings. Estate planning techniques and matters on which we advise include:
- annuities
- charitable trusts
- family partnerships
- federal estate tax returns
- gifting programs
- guardianships and conservatorship
- lifetime and testamentary trusts
- powers of attorney
- premarital agreements
- probate and probate litigation
- qualified residence trusts
- sophisticated planning strategies
- title transfers
- trust and estate administration
- wills
