Trusts and Estates

Gust Rosenfeld's trusts and estates attorneys strive to understand the current and future needs of our clients in order to preserve and protect family wealth. Our estate planning attorneys assist clients in achieving their goals to minimize income, gift, and estate taxes. In addition, clients rely on us to coordinate business, insurance, and estate planning alternatives to achieve generational transfers with maximum tax savings. Estate planning techniques and matters on which we advise include:

• annuities
• charitable trusts
• family partnerships
• federal and state estate tax returns
• fiduciary income tax return preparation and filing
• gifting programs
• guardianships and conservatorships
• lifetime and testamentary trusts
• power of attorney
• premarital agreements
• probate litigation
• qualified residence trusts
• sophisticated planning strategies
• title transfers
• trust and estate administration
• wills

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