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.