Our experienced tax attorneys help clients plan for their future and protect their wealth. We prepare estate plans for individuals and families, including wills, trusts, durable powers of attorney, healthcare surrogates and other documents.
We also design comprehensive estate plans that minimize income, estate, gift, and generation-skipping transfer taxes. We use a variety of different techniques, including family limited partnerships, intentionally defective grantor trusts, marital trusts, spousal lifetime annuity trusts, to mitigate against these transfer taxes.
An important part of this process is considering wealth protection, business succession, charitable giving, and other personal and financial objectives. We can evaluate and implement split interest trusts, charitable trusts (e.g., charitable remainder annuity trusts and others) or other sophisticated planning techniques.
FMH attorneys also help individuals protect their wealth through asset protection planning. Some of these techniques include reviewing and restructuring businesses, using the benefits of tenancies by the entireties (TBE), planning for the application of Florida’s homestead laws, and using a variety of trusts and entities.
The bottom line is every person and every family’s situation is unique, and we want to craft a plan that fulfills your personal goals and objectives.