Estate Planning

Law Mandel attorneys work with clients on a personal basis to help them pass their property to their families or charities, both during their lifetime and upon death. This personal planning includes gift, estate, generation-skipping transfer tax, income tax issues, as well as non-tax planning issues, such as planning involving second marriages, closely-held businesses (including their succession), and planning for special needs of children and other heirs. We analyze and implement asset protection and tax reduction strategies and coordinate life insurance and retirement planning.

Our experienced team at Law Mandel offer various services to our clients, including, but not limited to:

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  Wills

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  Revocable living trusts

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  Irrevocable life insurance trusts

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  Generation-skipping and dynasty trusts

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  Education trusts for children and grandchildren

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  Asset protection trusts

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  Trusts for minor or disabled children and other beneficiaries

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  Personal residence trusts

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  Family LLCs and FLPs

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  Financial durable powers of attorney

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  Mental health directives

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  Charitable planning, including charitable lead trusts, charitable remainder trusts, and private foundations