OUR SERVICES
As we look to the future, we strive to mature our processes for all our clients, especially those with family businesses, those facing the challenges of aging and illness, and seeking to identify opportunities for growth utilizing their strengths. We believe we are unique in our ability to provide our client families with the tools to maximize their own strengths.
– William A. Conway, Esq.
ESTATE PLANNING SERVICESThe living trust is the critical foundation of everyone’s estate plan. It is designed to make full use of the lifetime exemptions of both spouses by shifting ownership, but not control, of the assets so both spouses can enjoy the full use of all assets, and still leave the maximum amount they can for their desired beneficiaries.
ESTATE & TRUST ADMINISTRATIONOur Estate & Trust Administration Team works with the successor trustees to create a customized agenda to ensure that the trustmakers’ legacy is carried out as it was set forth in the trust, regardless of whether the trust was drafted by the our firm.
SPECIAL NEEDS PLANNINGWhen a family has special needs, you need a special planning solution and overall care plan to ensure they lead a happy, productive and dignified life. We offer trust-based and other strategies, such as ABLE Accounts, to assist you with this ongoing and important process.
BUSINESS PLANNINGWe’ll help you plan for the future of your business so the company can continue to provide for you and your legacy.
A fiduciary ensures that the implementation and administration of your estate plan will be handled by a trust advisor that will keep the best interests of you and your beneficiaries in mind.
ASSET PROTECTIONTake advantage of state-specific planning strategies which protect your legacy through the use of an Asset Protection Trust.
PLANNING FOR PHYSICIANSOur firm has a long history of partnering with physicians and their medical practices of all specialties to provide comprehensive, creative and strategic plans that benefit the doctor, their practice and their families.
While marriage equality is now law, same-sex couples, married and unmarried, face their own planning challenges.
Caring for yourself and your loved one during advanced age requires sensitivity, and often times, outside resources. We work with you to plan the best care strategies.
FAMILY BANK TRUSTSA Family Bank Trust, a term coined by our principal Bill Conway, is an irrevocable trust which allows families to make gifts to the trust in any amount up to five million dollars in a lump sum or in increments over the lifetime of the trustmakers.
PLANNING FOR NON-U.S. CITIZENS
For non-U.S. citizens interested in preserving assets for their surviving spouses, a Qualified Domestic Trust, a QDOT, should be the basis of family estate planning for married couple.
Once a child turns 18, parents lose the legal ability to make decisions or even find out basic information for their children. Our Young Adult Package has documents that every young person needs as they head off into the world.