ESTATE PLANNING

Vasallo Law, 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. Our trusts and estates lawyers have obtained advanced degrees in Taxation and Estate Planning and routinely provide seminars on the latest estate planning issues and trends. 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 estate planning services include the following:

  • 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
  • Special Needs Trusts
  • Intentionally Defective Grantor Trusts
  • Grantor Retained Annuity Trusts/Grantor Retained Unitrusts
  • Qualified Personal Residence Trusts
  • Dynasty Trusts
  • § 2503(c) Minor’s Trust
  • 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
  • Charitable planning including Charitable Remainder Trusts, Charitable Lead Trusts and Private Foundations
  • Generation-Skipping Transfer Tax Planning