Estate Planning

Inheritance And Asset Protection

Estate planning is one of the most fundamental and important legal services that Offit Kurman Attorneys At Law provides. The estate plans we design help you, to the maximum extent possible, minimize the burden of gift and estate taxes and protect your assets from the threat of preexisting and potential creditors. Because tax laws, asset portfolios and family dynamics all change on a regular basis, it is important for you to review and reevaluate your estate planning goals and documents every three to five years or as often as changing life circumstances may require.

The estate planning attorneys of Offit Kurman Attorneys At Law are dedicated to the design, documentation, and implementation of high-quality estate plans for individuals and families. We routinely assist high net worth families by developing plans to transfer wealth from one generation to the next and beyond. Our unique estate planning process takes your unique needs and challenges into consideration and helps ensure asset protection for future generations.

Whether you have sophisticated or basic goals, enjoy substantial wealth or have more modest means, the estate planning attorneys at Offit Kurman develop a customized plan tailored to meet your needs and objectives.

Our Estate Planning team of attorneys have substantial experience in the following areas:

  • Preparation of Wills, Trusts, and related Estate Planning Documents
  • Formation and Representation of Private Foundations
  • Retirement, Charitable Giving, and Life Insurance Planning
  • Premarital and Post-Marital Agreements
  • Preparation of Dynasty Trusts, Charitable Remainder and Lead Trusts, Grantor Retained Annuity Trusts, and Qualified Personal Residence Trusts
  • Sales to Intentionally Defective Trusts
  • Gift Tax Planning
  • Preparation of Family Limited Partnerships, Offshore Asset Protection Trusts, and other Estate Planning Vehicles

To learn more about how Offit Kurman Attorneys At Law estate planning services benefit you or your business please click the link below.

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