The transfer of personal assets can be a delicate matter. Attorneys at Berman Fink Van Horn can help you formalize a concrete plan early to ensure that you are preserving what you have worked hard for and to protect those you care about.
An integrated and holistic approach to estate planning
Our team’s collective experience in a broad range of practice areas helps us deftly integrate estate planning with business planning, tax planning and asset protection. We help our clients pursue a wide range of estate planning strategies and vehicles, including:
- Grantor retained interest trusts (GRATs, GRUTs, and QPRTs)
- Family limited partnerships and family limited liability companies
- Life insurance trusts
- Charitable organizations
- Dynasty and generation-skipping trusts
Our clients include individuals, families and business owners. Tax considerations and selecting the appropriate fiduciaries (executors and trustees, if applicable) are important components of a comprehensive estate plan. Berman Fink Van Horn attorneys prepare estate planning documents, including wills, trusts (QTIP, life insurance, special needs, qualified personal residence, charitable and more) and power of attorney for health care and financial decisions. Careful estate planning puts you (not the statutory rules) in charge of the disposition of your assets and the appointment of a guardian to administer your estate.
Why choose us?
When you entrust us with your business matter, you can rest assured our team will treat your company like it is our own. The attorneys handling your case will always keep you up to date, consistently communicating with you and collaborating on creative solutions. Our team is nimble, accessible, and ready to act. And while our rates are competitive, our clients receive white glove service from a senior level attorney—every time.