Estates and Trusts

Planning for Your Future and Beyond

Offit Kurman’s Estates and Trusts Practice Group is an experienced and trusted resource dedicated to helping our clients plan for their family’s future, protecting their assets and loved ones, and transitioning their life’s work into their legacy for the next generation.

Our Estates and Trusts attorneys design personalized estate plans to minimize the burden of gift and estate taxes while protecting assets from the threat of potential creditors. In addition, our elder care practice can provide our clients with the tools to advocate for their aging loved ones, apply for government benefits, and plan for their own long-term care. The special needs planners structure our clients’ documents to ensure that their disabled loved ones are cared for well into the future.

Whether your needs are simple or sophisticated, the Estates and Trusts team at Offit Kurman tailor our estate services to meet your specific needs and objectives.

Estate Planning

Prepare Estate Planning Documents, including:
    • Durable General Powers of Attorney
    • Advance Medical Directives, including Health Care Proxies, Living Wills, and Medical Powers of Attorney
    • Last Wills and Testaments
    • Revocable Living Trusts
    • Irrevocable Life Insurance Trusts (ILITs)
Prepare Estate Planning Documents, including:
    • Charitable Trusts
    • Family Foundations
    • Qualified Personal Residence Trusts (QPRTs)
    • Grantor Retained Annuity Trusts (GRATs)
    • Intentionally Defective Grantor Trusts (IDGTs)
    • Dynasty Trusts
    • Medicaid Asset Protection Trusts (MAPTS)

Tax Planning, including:

    • Minimization of Federal and State Estate Taxes
    • Charitable Trusts
    • Credit Shelter and Disclaimer Trusts

Estate Administration

    • Probate and Administration Proceedings
    • Preparation of Estate Tax Returns
    • Preparation of Trust Income Tax Returns
    • Preparation of Fiduciary Returns
    • Negotiation of Disputes Among Beneficiaries
    • Negotiation of Disputes Between Fiduciaries and Beneficiaries

Elder Law and Asset Protection Planning

    • Design of Asset Protection Plans
    • Medicaid Asset Protection Trusts for Assets
    • Medicaid Income Protection Trusts for Income
    • Medicaid Applications
    • Preparation of Domestic and Offshore Asset Protection Trusts

Special Needs Planning

    • Special Needs Trusts for Disabled Loved Ones
    • Supported Decision-Making Documents
    • Guardianships tailored for your Disabled Loved One’s Disability
    • Government Benefits

Leadership

Candace Dellacona

Principal and Practice Group Leader, Estates and Trusts (North)

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Meghan McCulloch

Principal and Practice Group Leader, Estates and Trusts (South)

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Headshot of Attorney Tiffany Halimi

Tiffany A. Halimi

Principal and Chair of the Estates and Trusts Practice (West)

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Ready to learn more? Contact Offit Kurman today!

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