Estate Planning

At Baker & Carr, our attorneys assist clients with all of their estate planning needs. From a basic will to a complex estate plan utilizing trusts and gifting strategies, we can help you accomplish your planning objectives.

Fundamental Estate Planning Documents:

• Will

• Durable Power of Attorney

• Healthcare and Financial Directives

• Tangible Personal Property Memorandum

• Authorization for Disclosure for HIPAA

• Disposition of Remains

Planning Areas:

• Optimizing tax attributes of married couples / marital deduction planning

• Generation-skipping transfer tax

• Income taxation of trusts and estates

• Revocable and irrevocable trusts

• Concurrent ownership and non-testamentary transfers

• Lifetime gifting strategies

• Life insurance (and the use of Irrevocable Life Insurance Trusts (ILITs))

• Retirement plans and Individual Retirement Accounts (IRAs)

• Family business and investment entities (limiting estate size through intra-family transactions)

• Qualified Personal Residence Trusts (QPRTs)

• Grantor Retained Annuity Trusts (GRATs)

• Valuation planning (including Buy-Sell Agreements)

• Charitable planning (including the use of Charitable Remainder Trusts (CRTs))

• Planning for marriage and other family arrangements

• Special issues for unmarried couples

• Disability planning

• Post-mortem planning.

Additional Information:

Estate Planning Fee Schedule & Rates

The content provided on this Web site is for informational purposes and should not be relied on as legal advice. If you have questions on the topics discussed herein, you should consult an attorney and this Web site should not be construed as creating an attorney-client relationship. We disclaim any responsibility for any particular matter that effects you specific situation.