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Estate Planning |
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We advise individual clients and their families on the use of traditional and innovative estate planning arrangements for the management, conservation and transfer of wealth. Through detailed consultations with our clients, we can create estate plans that provide 1) optimal utilization of assets during life, 2) orderly disposition of assets after death that fulfills testamentary objectives and family needs, and 3) avoidance of taxes and probate administration. In addition, we work with clients to create advanced health care directives to provide clarity and dignity with respect to medical decisions in the event of incapacity.
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| Estate plans often include a combination of the instruments and methods listed below: |
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- Wills, including “pour-over” wills
- Living Trusts, either revocable or irrevocable
- Testamentary Trusts, including Marital Bypass Trusts and Charitable Remainder
Trusts
- Qualified Domestic Trusts for non-citizens
- Durable Powers of Attorney
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- Advanced Health Care Directives
- Inter vivos gifts, including to charity
- Family Limited Partnerships
- Asset Protection Trusts
- Life insurance
- Annuities
- Property Transmutation Agreements
- Business interest rearrangements
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To schedule a consultation, please send an email to info@bucherlaw.com or call our office at
(408) 297-2277.
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