Estate Planning, Trusts & Probate

Vasallo Sloane, P.L. provides estate planning advice for U.S. citizens, U.S. residents, and non-U.S. persons to allow for the orderly and tax-efficient transfer of wealth from one generation to the next. Whether you desire a plan involving a simple, small asset estate or a highly complex, high net worth estate with assets based in multiple jurisdictions, we develop estate plans tailored to each client’s particular needs and desires. Our trusts and estates lawyers have obtained advanced degrees in Taxation and Estate Planning. Our trusts and estates attorneys routinely provide seminars on the latest estate planning issues and trends.

Vasallo Sloane, P.L. also represents fiduciaries (personal representatives and trustees) throughout the estate and trust administration process. This includes preparing probate court filings, handling probate court proceedings, notifying creditors, post-mortem tax planning, review or preparation of inventories and accountings, review of valuations of assets, review of estate and trust income tax returns, review of estate tax returns, and the distribution of assets. Our Estate Planning, Trusts and Probate Group focuses specializes inon the following areas of emphasis:

• Traditional Estate Planning, including preparation of Durable Power of Attorneys, Designation of Health Care Surrogates, Living Wills, Last Will and Testaments, and Revocable Living Trusts
• Irrevocable Trusts
• Business Succession Planning
• Family Limited Partnerships
• International Estate Planning, including Foreign Trusts and Foreign Corporations
• Life Insurance Planning, including Irrevocable Life Insurance Trusts and Split Dollar Arrangements
• Special Needs Trusts
• Intentionally Defective Grantor Trusts
• Grantor Retained Annuity Trusts/Grantor Retained Unitrusts
• Qualified Personal Residence Trusts
• Charitable Remainder Trusts/Charitable Lead Trusts
• Dynasty Trusts
• Generation-Skipping Transfer Tax Planning
• Lifetime Gift Programs
• § 2503(c) Minor’s Trust
• § 529 Plans
• Private Foundations
• Estate and Trust Administration