Estate, Tax & Succession Planning

At Sparkman · Shaffer · Perlick, we believe that every one benefits from planning that preserves their property for their families and other beneficiaries and that eases the burdens that arise during life transitional times. Having appropriate arrangements in place can make things much smoother for loved ones during times of death or disability. People of ordinary means will benefit greatly from basic estate planning, including financial and medical powers of attorney as well as a will and perhaps a trust. People with larger estates or with business interests that they wish to pass on to family members or others will benefit from more extensive planning.

Wills
Living Wills
Financial Power of Attorney
Medical Power of Attorney
Parental Power of Attorney
Guardianship Designations
Special / Limited Power of Attorney
Revocable Trusts
A/B Trusts
Supplemental Needs Trusts
Pet Trusts
Life Insurance Trusts and Partnerships
Irrevocable Trusts
Off-Shore Trusts
Qualified Personal Residence Trusts
Private Annuity Trusts
Charitable Trusts
Family Foundations
Estate Freezes, including Sales to Trusts for Family Members
Family Business Entities, including FLPs and FLLCs
Probate
Estate Administration
Trust Administration
Estate Tax Returns
Fiduciary Representation
Long Term Care Issues
Medicaid Planning
Elder Law
Post Mortem Planning
Qualified Disclaimers
By-pass Trusts
Generation Skipping Trusts
Qualified Retirement Accounts

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