Prepare revocable and irrevocable "living trusts" for
individuals or couples, including life insurance trusts,
credit shelter trusts, marital deduction trusts, A-B and
A-B-C trusts, grantor retained annuity trusts, qualified
personal residence trusts, Section 2503(c) trusts for
minors, lead and remainder charitable trusts, supplemental
needs trusts, sprinkling trusts, etc. Estate planning
trusts may include provisions reflecting the January
2013 changes to the Internal Revenue Code, i.e., the
American Taxpayer Relief Act of 2012.
Select with flexibility various beneficiaries,
alternates, successors, trustees, powers and terms.
Other options address rights to invade principal of
trusts, powers of appointment, Crummey powers,
presumptions of survivorship, trustee bonds and
commissions, disclaimers, pensions and qualified plans,
sub-S trusts, oil and mineral rights, cash bequests,
removal of trustees, virtual representation and
guardians ad litem, and other subjects. You
also can prepare trust memoranda and various
instruments transferring property to the trustees.
