May 2018 Sophisticated Estate Planning

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May 2018 Sophisticated Estate Planning

Represented Canadian citizens, but permanent residents of the United States, with the review, preparation and implementation of a comprehensive trust.  Couple relocated to the United States after selling their business.  They have two adult children and a large estate.  Working with a large financial institution, DeAngelis Legal led the process to evaluate alternatives, design, create and implement a comprehensive estate plan including a revocable trust with estate tax, generation skipping tax and qualified domestic trust provisions designed to minimize taxes upon the death of one or both spouses.

By | 2018-05-13T15:40:56+00:00 June 15th, 2018|Recent Projects, Estate Planning|Comments Off on May 2018 Sophisticated Estate Planning