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The effectiveness of one's personal estate plan is dependent
upon how well tax saving opportunities are integrated with
achieving a client's objectives.
Through
Schwartz & Hofflich's many years of estate and trust
planning for our clients, we have built an enviable reputation
in this field.
Typical of the types of services included in estate and trust planning are:
- Gross estate determination
- Estate freezes
- Family limited partnerships
- Trust planning and implementation
- GRITS, GRATS and GRUTS
- "Defective" trusts
- Post mortem tax planning
- Representation before taxing authorities
As
an adjunct to its estate planning practice, we have developed
and implemented a program of charitable giving through trusts
which in many cases supplements one's estate plan.
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