  
Kamensky Rubinstein Hochman & Delott, LLP provides a broad range of estate planning and asset protection services to individuals (both professionals and non-professionals), their families and their closely-held businesses. Our Estate Planning Group is attuned to each client's unique circumstances and objectives. We help our clients minimize potential income, estate and gift taxes associated with property transfers and inheritance and maximize the value of assets passing to beneficiaries. Our personalized services facilitate the distribution of assets with minimum tax and administrative costs. We have extensive experience in developing ownership structures which broaden the involvement of other family members (when appropriate) as well as minimize the exposure of assets to the claims of creditors. Because of the inter-relationship between estate planning and asset protection planning, pension and employee benefits and individual and business tax planning, the Attorneys in our Estate Planning Group work closely with our other practice groups to assure that each client's planning addresses their current and future needs and objectives in a comprehensive and coordinated manner.
A sample of our services includes:
- Drafting personalized estate planning documents, including Wills, Revocable Living Trusts, Irrevocable Trusts for Insurance, Gift Trusts, Testamentary Trusts, Grantor Retained Annuity Trusts (GRATs), Living Wills or Death with Dignity Declarations, Durable Powers of Attorney and Health Care Powers of Attorney.
- Asset protection planning including the creation and implementation of Family Limited Partnerships, Limited Liability Companies, Limited Liability Partnerships, asset transfers and direction so that assets are not vulnerable to outside creditor attacks.
- Represent and counsel clients in how to: control and preserve closely held business interests; transfer family and non-family interests; and freeze business value for estate and gift tax purposes.
- Review and recommend ways to minimize income, estate and gift tax burdens and generation skipping taxes.
- Create income and asset replacement trusts and utilize insurance and employment-related benefits to fulfill these goals.
- Develop lifetime family gift programs.
- Plan for large retirement plan benefits.
- Organize and maintain private foundations and charitable trusts.
- Administer and manage estates and trusts, which often involve multi-million dollar portfolios, closely held businesses and diverse and complex assets.
- Premarital planning and specialized planning for families with second marriages.
- Planning for the elderly, incompetent or the disabled client.
- Represent clients in Will contests and Trust construction litigation.
- Plan for clients with property in more than one state.
- Prepare estate and inheritance tax returns.
» Back
|
