The desire to understand and control your personal and family financial situation is typically the primary objective in developing a reasoned and comprehensive estate plan. Thoughtful and strategic estate planning is an important step in realizing that objective. Estate planning is a process by which individuals protect and preserve assets for themselves and for their heirs and beneficiaries and then transfer those assets, during life or upon death, consistent with predetermined goals. No matter your specific needs, our attorneys will help you develop an estate plan that is tailored to meet your unique goals, expectations, and family circumstances.

Tax considerations also play a key role in shaping your estate plan. Our attorneys have assisted many families in transitioning their estates to family members in an efficient and tax-effective manner. The Estate Planning Group at CCHA offers comprehensive estate planning services including the following:

• Wills and Trusts
• Advance Directives
  • Healthcare Representative Appointment
  • Power of Attorney
  • Living Will Declaration
• Business Succession Planning
  • Entity Formation
  • Valuation Discounts
• Planning for Federal and Estate Gift Taxes
  • Portability of Spouse Unused Exclusion Amount (DSUE Amount)
  • Qualified Terminable Interest Trust (QTIP)
  • Planning for Non-US Citizen Spouse: Qualified Domestic Trust (QDOT)
• Gifting Strategies
  • Grantor Retained Annuity Trust (GRAT)
  • Qualified Personal Residence Trusts (QPRT)
  • Intentionally Defective Grantor Trust (IDGT)
• Charitable Planning
  • Family Foundation
  • Charitable Remainder Trust
  • Charitable Lead Trust
• Generation Skipping Trusts and Tax Issues
• Retirement Benefits
  • Qualified Retirement Plans
  • Inherited IRAs after United States Supreme Court’s decision in
• Conduit Trusts
• Accumulation Trusts