Estate Planning

Whether your estate plan is an elaborate mix of corporations, limited liability companies, multiple real estate entities, multiple trusts, and multiple retirements and life insurance plans or merely a will and a nomination of guardians for your children, everyone needs estate planning of some kind. Jeremy Z. Carter will structure an overall plan for you, help you maintain your plan over generations of your family or switch between the two as needs arise. Look to us for:

Estate Planning
Trust formation/Administration
Health Care Documents
Powers of Attorney
Probate Proceedings & Litigation
Revocable & Irrevocable Trusts
Special Needs Trusts
Trust Maintenance Plans
Asset Protection Planning and Implementation
Estate Tax Issues
Family Limited Partnerships
Management Trusts
Charitable Trusts & Foundations
Dynasty Trusts
Strategic Gifting
Tax Strategies
IRA Inheritance Trusts