Estate & Gift Planning

At Kurzman Eisenberg, we work closely with our clients to implement individualized and tax efficient gift and estate plans for the transfer of wealth. We employ sophisticated estate and gift tax planning techniques designed to minimize income, estate, gift and generation-skipping taxes, and we strive to find creative solutions for each client’s personal and financial objectives. Our estate and gift planning practice includes but is not limited to:

Wills and Revocable Trusts
Grantor Retained Annuity Trusts
Gifts and sales of minority business interests
Gift Trusts for children, grandchildren, and other family members
Dynasty Trusts
Grantor and Non-Grantor Trusts
Charitable Lead Trusts and Charitable Remainder Trusts
Life Insurance Trusts

Trusts & Estates Attorneys