Estate planning is deeply personal, which is why Stein Sperling’s estate planning attorneys create tailored strategies that address your individual circumstances and goals. From basic to advanced solutions, we provide comprehensive guidance to ensure your desired asset distribution while minimizing tax implications.

Our attorneys help you identify the right advanced estate planning strategies tailored to protect your interests in any situation. Whether safeguarding a spouse with tools like “bypass trusts” or “marital trusts” (QTIPs), or focusing on multi-generational wealth preservation through “generation-skipping” or “dynasty” trusts, we ensure assets are shielded from estate taxes and creditors, and inheritances are safeguarded in case of divorce. We also establish irrevocable life insurance trusts (ILITs) to protect life insurance proceeds. Our services encompass setting up family limited partnerships, limited liability companies, charitable trusts, and various grantor trusts such as GRATs, GRUTs, and GRITs, supporting integrated lifetime wealth transfers. For clients with special-needs loved ones, we craft special-needs trusts that protect assets while preserving eligibility for essential government benefits.

In addition to advanced strategies, Stein Sperling guides clients through foundational estate planning solutions that prepare for property distribution and asset protection across their lifetime and beyond. We draft wills and optional revocable trusts, create medical directives, and advise on selecting financial and medical agents to ensure your wishes are respected during incapacity. We also provide counsel on beneficiary designations for life insurance and retirement accounts, and recommend suitable asset titling methods. Regular reviews and updates of estate planning documents are encouraged to keep strategies current and aligned with evolving personal values and beliefs about end-of-life planning.