Special Needs Trusts
We assist clients in planning for and implementing the transfer of assets during life and at death. Our services consist of preparing simple wills, as well as providing sophisticated, confidential and practical advice on such matters as planning for distributions from retirement plans, succession planning for owners of family businesses, charitable giving, formation of tax-exempt organizations, and estate planning and administration.
We also help our clients in making provisions for members of their family who have special needs. We carefully prepare Special Needs Trusts so our clients can rest assured their loved ones will be taken care of.