Estate Planning

The Estate Planning Group at Redgrave & Rosenthal LLP consists of a dedicated staff of attorneys and legal assistants who share a common goal of providing first-class service and comprehensive counsel to our clients on all aspects of their estate planning matters. With a deep understanding of not only the legal complexities involved in the estate planning process, but the emotional issues as well, we strive to deliver unrivaled personal service in order to achieve our clients' objectives.

We offer multiple layers of lifetime and at-death estate planning services ranging from the creation of simple wills and trusts to more sophisticated tax planning designed to minimize the effects of estate, gift, and generation-skipping transfer tax.

Wealth Transfer and Disability Planning

At a minimum we would recommend that our clients execute a Last Will and Testament to control the disposition of their assets upon death and execute a series of Advance Directives designed to protect themselves and their families in the event of incapacity. A fundamental estate plan can include:

  • Wills and Revocable Trusts
  • Disability Planning and Advance Directives
    • - Durable Powers of Attorney
    • - Health Care Directives
    • - Living Wills
    • - Nominations of Preneed Guardian

Asset Protection and Tax Planning

Given the uncertainty surrounding the estate tax, alternative planning techniques have become a necessity for high net worth individuals. When more complex planning is appropriate, we arrange the creation of irrevocable trusts to shelter assets and reduce taxes, including life insurance trusts and residence trusts. Sophisticated trust planning offers further solutions and can include:

  • Dynasty Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • IRA Trusts
  • Personal Residence Trusts
  • Education Trusts and 529 Plans
  • Asset Protection Trusts
  • Grantor Retained Annuity Trusts
  • Intentionally Defective Grantor Trusts
  • Build Equity Retirement Trusts

Charitable Trusts and Foundations

The firm has a distinguished tradition of community involvement and philanthropy. We provide a full range of charitable planning and have been involved in the creation and maintenance of a variety of charitable foundations.

Marital and Residence Agreements

The firm also prepares premarital and postmarital agreements in the context of estate planning and can prepare domestic partnership agreements for non-married individuals. Our personal approach to client service insures that the specific needs of our clients are met regardless of the context.

Redgrave & Rosenthal Attorneys at Law
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