Trusts & Estates
The Beck, Ross, Bismonte & Finley Trusts and Estates Group develops integrated estate planning solutions for our clients. We take into account wealth preservation, asset protection, tax minimization, charitable intent, divorce protection for heirs, and the impact of inherited wealth on heirs. We have a well-deserved reputation for listening well to our clients, and for proposing customized solutions to meet their particular goals and objectives.
We work with clients in the following areas:
• Advanced estate planning, including Family Limited Partnerships, Family Limited Liability Companies, Grantor Retained Annuity Trusts ("GRATS"), Irrevocable Children’s Trusts; Generation Skipping Trusts; Dynasty Trusts, and Irrevocable Life Insurance Trusts;
• Charitable planning, including Charitable Remainder Trusts, Charitable Lead Trusts and Private Family Foundations;
• Business, investment, and creditor protection planning, including the formation and maintenance of Corporations, Limited Liability Companies and Limited Partnerships; and
• The administration of trusts and estates following a death.