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Trust and Estate Planning

Our Services

Our Trusts and Estates attorneys and accounting professionals provide advices on trust and estate planning for high net-worth individuals, families, and family offices. We advise clients on how to preserve wealth, transfer assets, and protect their businesses and family from creditor claims. We provide customized and comprehensive representation in all areas of private client services, to ensure that clients’ designated heirs inherit property in a manner that is consistent with the clients’ wishes, and minimize the taxes incurred when transferring wealth to successive generations.

AA Law typically starts guidance by helping clients understand estate planning documents such as a will, durable power of attorney, health care proxy, power of attorney, living will, revocable and irrevocable trust, and many other instruments. We analyze clients’ background and goals and customize comprehensive wills and suitable trusts to meet clients’ needs.

We assist clients to safeguard their assets from unforeseeable events and creditor claims. We also help clients establish charitable organizations and trusts. At AA Law, our primary goal is to advise clients how to plan in light of rapidly evolving tax, estate and family laws and design strategies so that our clients can protect their assets, seek benefit for themselves and their families.

Our clients

AA Law Trust and Estates team counsels individuals, family offices, charitable organizations and nonprofit entities. Our individual clients include high net-worth foreigners, real estate investors and developers, medical professionals, wealthy families, and family with special needs.

Estate Planning and Tax

Each family is unique and each family has its own goals and desires. Whatever the case may be, AA Law can effectively guide you from the initial planning process till all necessary documents have been drafted and finalized. The need for an estate plan is extremely important as an effective estate plan provides for the distribution and management of your assets upon death, in addition to addressing future needs if you are no longer able to take care of yourself. Our services in estate planning law include but not limited to:

Wills

Revocable Living Trusts

Probate Proceeding

Powers of Attorney

Health Care Proxies

Minor guardianship

Adult guardianship

Will Contest

Account Settlement

Tax Advice and Audit

Trust

To assist our clients in attaining their goals, AA Law attorneys utilize sophisticated estate and business planning strategies, including special kinds of trusts (such as grantor trusts, QTIP trust, dynastic trusts, insurance trusts, and charitable lead and charitable remainder trusts), and business entities and agreements (such as limited partnerships and shareholders’ agreements). We employ creative solutions and techniques, and we implement tax strategies in a way that minimizes the risk of successful challenges by the IRS.

Our services include:

Establishment of a trust – we can act as the trustee of many kinds of trusts including:

– Private family trusts holding real estate, insurance policies, investment portfolios etc, include: Irrevocable Life Insurance Trusts (ILIT), Qualified Personal Residence Trust (QPRT), Grantor Retained Annuity Trust (GRAT), Family Limited Partnerships (FLP)

– Corporate trusts including private equity funds and unit trusts

– Real Estate Investment Trusts (REITS)

– Business Trusts

– Charitable Trust

Trust Administration – this includes management of the trust assets, preparation of trust accounts and distributions to beneficiaries

– Acting as the Protector of a trust

– Acting as a professional executor and trustee of a Will

– Acting as a professional administrator of an Estate

Revocable Trust; Grantor Trust; Credit Shelter Trust; Charitable Lead Trusts and Charitable Remainder Trusts; QTIP (Marital Deduction Trusts); Irrevocable Medicaid Income Trusts.