Kegler, Brown, Hill & Ritter’s estate planning and probate practice provides experience in:
- Estate planning
- Wills
- Trusts
- Living wills and health care directives
- Powers of attorney
- Tax planning
- Estate and gift tax (706 &709)
- Generation-skipping transfer taxes
- Fiduciary income tax (1041)
- Leverage transfers for tax planning
- Grantor retained annuity trusts (GRATs)
- Family limited partnerships (FLPs) and limited liability companies (LLCs)
- Gifts and sales to intentionally defective “grantor trusts” (IDGTs)
- Qualified personal residence trusts (QPRTs)
- Crummey Trusts
- Irrevocable Life Insurance Trusts (ILITs)
- Dynasty Trusts
- Philanthropic
- Charitable remainder trusts
- Charitable lead trusts
- Gifts of appreciated property
- Community foundations
- Supporting organizations
- Private foundations
- Life Insurance
- Product suitability (how much and what kind of insurance)
- Structuring for taxes
- Split dollar
- Family split dollar
- Key person insurance
- Corporate-owned life insurance
- Family governance
- Succession planning
- Family business boards
- Family meetings
- Probate
- Administration of trusts and estates
- Guardianships
- Fiduciary counseling
- Estate and trust litigation
- Adoptions
- Name changes