ESTATE PLANNING

For over three decades, the attorneys at West & Feinberg, P.C. have provided sophisticated and personalized estate planning services to a broad range of clients.  Coincident with planning designed to meet our clients’ objectives as to the choice and timing of the transfer of their material wealth, we assist our clients in minimizing estate, gift and generation-skipping transfer taxes so as to preserve assets for future generations, and we provide strategies designed to avoid the expense and hassle of probate.  We also help design and implement strategies for clients who want to incorporate family foundations, donor advised funds or other charitable giving into their estate plans.

We take pride in our ability to meet the estate planning needs of all families.  We have substantial experience helping our clients provide for disabled children and deal with elderly parents in declining health.  We are also able to design strategies for non-traditional families and those with non-citizen spouses.

Services that we provide in the estate planning area include the preparation of Wills, Revocable Trusts, Irrevocable Trusts, Generation-Skipping Trusts, Charitable Lead and Remainder Trusts, Grantor Retained Annuity Trusts, and Qualified Personal Residence Trusts. We also prepare and assist in implementing family limited liability companies.  As part of the estate planning process, we prepare Advance Medical Directives and Financial Powers of Attorney, enabling clients to designate an agent to act for them in the event of incapacity.  We also advise clients in planning for distributions from qualified retirement plans to maximize benefits and minimize taxes and penalties.