CRIST | BIORN | SHEPHERD | ROSKOPH provides comprehensive estate planning services. From our initial consultation through execution of documents, we review our clients individual needs given their particular family dynamics. We advise clients on tax savings, wealth transfer and asset protection. We review client goals and recommend the appropriate estate planning vehicles. Our clients' needs range from a simple will or revocable trust to complex dynasty wealth transfer - and everything in between.
Our estate planning lawyers provide counsel and advice on the creation of:
Revocable trusts
Wills
Charitable remainder trusts
Qualified personal residence trusts
Grantor retained annuity trusts
Intentionally defective grantor trusts
Family limited partnerships
Gifting strategies
Special needs trusts
Advance health care directives
Durable Powers of attorney for financial matters
Nominations of guardians
Beneficiary designations for retirement accounts, insurance and annuities
Prenuptial and postnuptial agreements