 |
Estate Planning
Barnett · McNair · Hall, L.L.P. provides services which include advice and analysis regarding wills and trusts and the preparation and implementation of these estate planning vehicles. These services includes advice, analysis for and the creation and implementation of credit shelter trusts, marital trusts, generation skipping and dynasty trusts, living trusts, power of appointment trusts, irrevocable life insurance trusts, grantor retained annuity trusts and qualified personal residence trusts.
Additional estate planning services include advice, analysis for and the creation and implementation of a number of creditor protection strategies including, family limited partnerships, limited liability companies, S Corporations, marital property partition agreements and living QTIP trusts.
In the area of charitable estate planning the firm provides advice, analysis for and the creation and implementation of a number of charitable strategies including charitable remainder unitrusts, charitable remainder annuity trusts, charitable lead trusts, private foundations and donor advised funds.
In the area of planning for educational funding the firm provides advice and analysis regarding 529 Plans, the creation and implementation of 2503(c) trusts and Crummy Trusts and advice and analysis related to Uniform Transfers to Minor`s Act Accounts.
Finally, Barnett · McNair · Hall, L.L.P. provides a number of services related to estate planning for retirement plans and IRAs. These services include advice, analysis for and the implementation of strategies to maximize income tax deferral through proper use of the minimum distribution rules, advice, analysis for and preparation of proper beneficiary designations, the proper integration of trusts with qualified plans and IRAs and strategies to reduce estate taxes associated with qualified plan benefits and IRAs.
|