Estate planning requires an appreciation of the current and future needs of our clients and of those who depend on them. Multi-generational planning demands cutting-edge legal and tax planning techniques and an appreciation of the human dynamics involved in intra-family disputes.
At Sharpe Law Group, our attorneys know the intricacies of the law and apply that knowledge to a wide range of estate and wealth transfer planning issues.
Traditional Estate Planning includes:
Sophisticated Estate Planning includes:
- Charitable Lead Trusts (CLAT and CLUT)
- Charitable Remainder Trusts (CRAT and CRUT)
- Grantor Retained Annuity Trust (GRAT)
- Qualified Personal Residence Trust (QPRT)
- Grantor Trust
- Sale to Grantor Trust
- Self-Settled Trust
- Business Succession Planning
- Judicial and Non-Judicial Trust Modification or Termination