Estate and Tax Planning

Stevens & Lee provides the complete range of estate and tax planning services, including the following:

  • Plan design, review of title to assets, estate liquidity analysis, tax planning and advice germane to business succession
  • Evaluation of partnerships, limited liability companies and corporations to secure valuation discounts in the transfer of assets
  • Preparation of Wills, Revocable Trusts, Financial Powers of Attorney and Health Care Powers of Attorney, which are the essence of a basic estate plan
  • Operational details associated with Revocable Trusts, including re-titling of assets, conveyance of out-of-state real estate and changes in the beneficiaries of life insurance and retirement plans
  • Preparation of Irrevocable Trusts designed for tax-efficient gifting, the protection of assets from creditors’ claims and responsible stewardship of assets
  • Advice and implementation of estate plans specific to artists and art collectors
  • Advice and implementation of estate plans specific to families of children having special needs
  • Preparation of charitable lead trusts, charitable remainder trusts and family foundations