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Estate & Legacy Planning

Our team of attorneys and paralegals possess a tremendous depth of business experience and tax education, and includes a fellow in the prestigious American College of Trusts and Estate Counsel (ACTEC). We are creative and prudent in representing families and individuals across a broad range of personal and
financial circumstances.

Our clients benefit from the support of the diverse practices that Williams Kastner has to offer, including: real estate, business transactions, private placement securities and litigation. We provide wealth management and business succession planning to help clients transfer businesses and their assets from generation to generation, or prepare to sell for retirement and family succession purposes. Our services include:

Estate & Disability Planning

Basic Planning

  • Wills
  • Trusts arising on death for dependent beneficiaries and others
  • Customized legal and health care powers of attorney

Family Wealth Management

  • Forming and funding revocable living trusts
  • Customized trusts for spouses
  • Applications of community property rules and agreements
  • Second marriages, same sex and meretricious relationships
  • Premarital and post marital agreements
  • Planning for multi-state and international assets and relationships
  • Establishing and maintaining residence for tax purposes
  • Estate planning for clients facing divorce or serious illness

Sophisticated Tools and Wealth Management Applications

  • Forming, funding and advising family-owned businesses
  • Creating and funding grantor and charitable trusts for tax planning purposes
  • Cross-state and dynasty trusts and planning
  • Establishing alternatives for transferring jointly-held property
  • Valuations of business and investment property for tax and transfer purposes
  • Planning across multiple generations including generation skipping and related trusts

Trust and Estate Administration

  • Representing probate executors, trustees, and beneficiaries in pre-death and post-death administration
  • Pre-death and post-death planning for retirement benefits and life insurance policies
  • Probate for out-of-state and other special assets
  • Negotiation, advice, counsel and assistance when disputes arise

Family Business Support, Business Succession and Tax Services

  • Business formations and dissolutions for planning purposes
  • Business support for clients and their businesses
  • Real estate sales and family business structures
  • Guidance for nontaxable exchanges of real and personal property including IRS §1031 (real estate) and § 1035 (life insurance policies)
  • Succession planning including advice and counsel on how, when and to whom our clients transfer their interest
  • Sale to family members
  • Sophisticated and complex income, gift, state and federal estate tax planning