Professional Legal Services Rendered by Schwartz and Fang, P.C.
Arsenal of Estate Planning Tools
- Last Will & Testament
- Testamentary & Intervivos Trusts
- Living & Revocable Trust
- Credit Shelter Trust
- Qualified Terminable Interest Trust (QTIP)
- Grantor Retained Annuity Trust (GRAT)
- Qualified Personal Residence Trust (QPRT)
- Generation Skipping Trust (GST)
- Life Insurance Trust
- Charitable Annuity Trust
- Charitable Lead Trust
- Family Limited Partnerships
- Sales to Intentionally Defective Grantor Trusts
- Health Care Proxy
- Living Wills
- Durable Power of Attorney
Family & Closely Held Business Planning
- Providing Multi-Generational Continuity of Management
- Transferring Ownership of Business to Children
- Maintaining Control Over the Company
- Drafting Shareholders and Partnership
- Agreements to Define Obligations of Family
- Structuring Sales of Closely-Held Businesses
Probate, Estate Administration & Litigation
- Probate
- Administration
- Will Contests
- Kinship Hearings
- Post Mortem Planning
- Disclaimers
- Renunciations
- Kinship Hearings
- Estate Tax Returns
- Estate Tax Elections