After conducting a comprehensive review of the client's financial situation, we will proactively construct a customized estate plan that uses sophisticated techniques such as credit shelter trusts, marital deduction trusts ("QTIP trusts"), irrevocable life insurance trusts ("ILITs"), intentionally defective grantor trusts ("IDIGITs"), revocable trusts, qualified personal residence trusts ("QPRTs"), grantor retained annuity trusts ("GRATs"), charitable trusts, generation-skipping trusts and special needs trusts ("SNTs"), buy/sell agreements, corporate recapitalizations and stock bonus and phantom stock plans.

We have also designed trusts to be created by children before they marry specifically to hold assets distributed from custodian accounts when the child attains 18 (or 21) in order to protect these proceeds from divorce and certain rights that a spouse has at death.

While our techniques are technically based and advanced in their nature, we pride ourselves on our practical approach to complicated matters.