Practice Area

Trusts and Estates

Practice Overview

Trust and estate issues are of vital importance to virtually every individual and corporate client of MPS Law, and our trusts and estates practice group is uniquely equipped to serve any and all of them.

For individuals and families, we recognize that successful wealth planning requires client awareness of issues and opportunities; to that end, we are exceptionally proficient in efficiently and effectively highlighting such issues and opportunities to quickly ascertain clear client objectives and implement action plans. Established plans may include:

  • Wills
  • Revocable living trusts
  • Life insurance trusts
  • Gift trusts for children and grandchildren
  • Generation skipping dynasty trusts
  • Charitable remainder trusts
  • Grantor retained annuity and income trusts
  • Qualified personal residence trusts
  • Intentionally defective grantor trusts

As for corporate clients, our attorneys have broad knowledge of asset protection strategies and tools, executive compensation and retirement plans and related tax issues, and business succession planning involving family, management or third party sales. Our proficiencies include:

  • Business succession planning
  • Family limited partnerships and LLCs
  • Qualified and nonqualified retirement plans
  • Executive compensation and fringe benefit programs
  • Tax planning for mergers and acquisitions and real estate transactions