Wolfish & Tabor, P.C. Services
Our areas of expertise include:
Review, analysis, and development of sophisticated estate plans for high net worth individuals
Estate, gift, and generation-skipping-transfer tax planning
Multi-generational estate planning
Techniques to avoid probate
Revising beneficiary designations for life insurance and retirement plans
Planning for incapacity
Preparation of Living Wills (Directive to Physicians), Medical Powers of Attorney, and HIPAA Medical Authorizations
Charitable giving, including creation of donor advised funds and charitable trusts
Lifetime giving programs
Irrevocable Life Insurance Trusts
Spousal Lifetime Access Trusts
Grantor Retained Annuity Trusts
“Defective" Grantor Trusts
Qualified Personal Residence Trusts
Preparation and/or review of federal estate tax returns and federal gift tax returns
Review of federal estate tax returns and federal gift tax returns
Review, analysis, and development of succession plans for closely held businesses
Probate, administration, distribution, and closing of large and complex estates
Preparation of financial powers of attorney
Revision of beneficiary designation forms for life insurance policies and retirement plans
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