
STRATEGIC
Trusts, Estates & Wealth Planning
Estate Planning
- 1 . Planning for tax minimization and tax deferral on death (details)
- 2 . Succession planning for family businesses and investment holdings (details)
- 3 . Probate tax planning (details)
- 4 . Wills (details)
- 5 . Multiple Wills (details)
- 6 . Planning with life insurance (details)
- 7 . Trusts (details)
- 8 . Planning for disabled beneficiaries (Henson trusts) (details)
- 9 . Appointment of incapacity representatives (details)
- 10 . Establishing private charitable foundations (details)
- 11 . Marriage contracts and cohabitation agreements (details)
- 12 . Tax Information for Estate Trustees (details)
- 13 . Attribution rules (details)
