Ecoff Campain Tilles & Kay, LLP prides itself on providing highly individualized estate planning services. We have years of experience in implementing a wide variety of wills, trusts and other estate planning documents, using strategies ranging from the very basic to the most complex. Our experience has prepared us to advise clients of the strategic options available to them, and assist with the important practical and emotional aspects of the estate planning process.
We routinely draft and implement wealth transfer and succession planning, including the formation and operation of family limited-liability companies and family limited partnerships, sales to intentionally defective grantor trusts, grantor retained annuity trusts, qualified personal residence trusts, private annuity transactions, and intra-family loans and sales.
We also draft trusts intended primarily for the protection of spouse and children. These include spendthrift and incentive trusts, trusts intended to save estate taxes such as unified credit trusts, marital trusts, generation skipping trusts, trusts to carry out a client’s charitable intentions such as charitable remainder trusts and charitable lead trusts. We also draft trusts that take advantage of special use valuation, qualified family owned business exclusions, estate tax deferral for businesses, tax free redemptions, and retirement account deferral planning.
We regularly implement numerous types of lifetime and testamentary trusts for our clients including revocable trusts; lifetime and testamentary irrevocable trusts, such as life insurance trusts, gift trusts, generation skipping trusts, qualified personal residence trusts (“QPRT”), qualified terminable interest property marital trusts (“QTIP”), grantor retained annuity trusts (“GRAT”), and intentionally defective grantor trusts; testamentary trusts created under wills or Revocable Trusts, such as unified credit trusts, general power of appointment (“GPOA”) marital trusts, QTIP marital trusts, and qualified domestic trusts (“QDOT”).