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Estate Planning

Due to the uncertainty surrounding the estate tax repeal laws, many clients are shifting from tax motivated strategies to probate avoidance, ease of administration, asset protection and wealth preservation structures. Higher net worth clients often desire an emphasis on tax reduction and incentive provisions. For too long estate planning and business formations have been viewed as a “forms practice.” We now see the “standard form” plans in court, or worse, under IRS scrutiny. Don’t buy paper. As professionals, we deliver smart legal advice that is specially outfitted for your unique circumstances. We understand the importance of integrating your family dynamics, business plans, asset protection desires and tax planning needs.

Whether you need a basic estate plan or have a need for more sophisticated strategies, we can help you by designing customized estate plans that disinherit the IRS and fit your family’s specific needs.

We help our clients with:

  • Charitable Planning
  • Family Limited Partnerships
  • Tax Planning
  • Asset Protection Planning
  • IRA/401(k) Assets
  • Special Needs Beneficiaries
  • Dynasty “Multi-Generational” Plans
  • Family Business Succession Planning

While others describe an estate plan with a list of documents, we believe that when choosing an attorney you are not just “buying paper.” When you retain an estate planning lawyer you are choosing the counselor who will design and draft the plan your family must live with after you are gone. You are choosing the advisor upon whom your loved ones will depend at their most difficult times. And you are creating a relationship with an attorney that should last beyond your lifetime.

Sorrell Law Firm, PLC has a reputation for its excellence in designing integrated and comprehensive “living trust” centered estate plans. In fact, we taught the course to other lawyers!

A “living trust” centered estate plan is a plan in which the living trust works in conjunction with various ancillary documents to accomplish your goals. This type of plan is comprehensive in that each document serves a specific purpose in helping your loved ones protect your best interest should the unexpected occur.

Our plans include:

 

 

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