Wills
• Probate
• Corporations
• Business Enterprises

Basic Estate Planning

Wills
Outright marital gifts
Outright gifts to children
Ancillary documents
Durable or general powers of attorney
Medical powers of attorney
Living wills (medical directives)
Determining a guardian for children

Intermediate Estate and Tax Planning

Pour-over wills
Revocable management trusts (living trusts)
Marital deduction trusts
Qualified domestic trust (non-U.S. citizens)
Credit shelter trusts
Life insurance planning
Beneficiary designations
Irrevocable life insurance trust
Split dollar purchase
Crummey trusts
Gifts to minors
Education planning
Direct gifts for medical and education expenses
Retirement planning
Beneficiary designations
Estate administration
Probate
Liquidity and tax payment issues
Domestic asset protection
Prenuptial planning
Tax planning for divorce

Advanced Estate Planning

Gifting Strategies
Annual exclusion
Lifetime exemption
Partition
Gift splitting
Second-Generation Planning
Generation-skipping transfer tax and exemption planning
Dynasty trust
Charitable Planning
Charitable gifts
Charitable remainder trusts
Charitable lead trusts
Private foundations
Public foundations
Supporting organizations
Closely Held Businesses
Succession planning
Buy-sell agreements
Estate Freezing
Family limited partnerships
Limited liability companies
Grantor retained annuity trusts
Sale to defective trusts
Installment sales
Private annuities
Qualified personal residence trust
Pre-IPO Planning
Qualified stock options
Nonqualified stock options
Restricted stock

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