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Wills, Estates and Trusts
M&S's Wills, Estates and Trusts Team is well experienced, and formulates effective strategy through your life time to reduce the rate of taxation to your estate. A well thought out and methodical estates and trust plan is essential to protect the transfer of your assets, and to carry out any philanthropic interest that you may have. Such a plan may prevent depletion of a large portion of your estate due to state and federal income and estate taxation. Your assets should be transferred to your beneficiary’s according to your intent, and without the penalty from a “death tax.” Furthermore, we want your directions in life and death situations, such as those causing you to become incapacitated and require life support, to be very clear. M&S’s goal is to provide you the best protection in these situations utilizing the most up to date mechanisms.

A well designed will protects you to some degree. However, a will alone may not be enough for those who have assets beyond a certain level. In these situations, a well established trust and/or estate plan with periodic changes throughout a person's life due to new law or other circumstances maximizes protection and reduces financial liability. M&S formulates plans to transfer assets into trust or partnerships, and also devises other appropriate structures to hold and manage wealth over time to comport with your specific interest. M&S's expertise in Wills, Estates and Trusts is both domestic and international, and includes proficiency to deal within and between a variety of countries.

M&S's concentration in this area includes family partnerships and limited liability companies, family split-dollar insurance trusts, grantor retained annuity trusts, delaware perpetual trusts, grantor trust sales (deliberately defective retained-income gifts), charitable remainder trusts, charitable lead trusts, private foundations, estate and trust administration and litigation, and retirement planning and related tax deferment schemes.

No matter what the purpose, whether philanthropic or to mitigate liability or decrease potential taxation, M&S devises legal strategy for corporations, business owners and individuals alike.

To contact an M&S representative immediately, please select from the options below.

 
 
 
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