ESTATE PLANNING / ESTATE AND TRUST ADMINISTRATION

Practicing Partners: Ronald L. Antonio and Roxie A. Bernard

Whether your estate planning and trust needs are sophisticated or basic, we tailor our services to your specific needs and objectives to help you plan for the future. We provide a full range of estate planning and estate and trust administration services.

We design thorough estate plans to achieve your personal goals while minimizing the burden of gift and estate taxes as well as the time and expense of probate. On an individual and family level, we work with you to identify how best to protect and provide for you and your loved ones.

We also have decades of experience in assisting business owners, professionals, corporate executives, and real estate investors in protecting and preserving their accumulated wealth through estate and asset protection planning techniques.

Our areas of expertise include:

  • Asset protection planning
  • Charitable Gifts
  • Disclaimer Trusts
  • Durable Powers of Attorney
  • Dynasty Trusts
  • Effective distribution planning
  • Estate administration and probate
  • Fiduciary and beneficiary issues
  • Grantor Retained Annuity Trusts (GRATs)
  • Intentionally Defective Grantor Trusts (IDGTs)
  • Irrevocable Life Insurance Trusts (ILITs)
  • Minimization of federal estate and gift taxes
  • Planning for incapacity
  • Prenuptial and Marital Agreements
  • Preparation of gift and estate tax returns
  • Probate Avoidance
  • Qualified Personal Residence Trusts (QPRTs)
  • Revocable Living Trusts
  • Trust administration
  • Wills and Trusts