Through close collaboration with our clients, their attorneys, and other advisors, we help clients analyze, implement, and monitor their wealth plans.  No matter how complex a situation is, we help clients with a comprehensive range of trust and wealth transfer strategies.  Whether it is transferring wealth from generation to generation, protecting assets, or meeting philanthropic goals, we are always mindful of the changing needs of our clients, their heirs, and community.  Common wealth transfer strategies are:   

• Revocable Living Trust
• Irrevocable Trust
• Delaware Dynasty Trust
• Delaware Asset Protection Trust
• Donor Advised Fund
• Private (Family ) Foundation
• Charitable Trust
• Grantor Retained Annuity Trust (GRAT)
• Family Limited Partnership (FLP) or Limited Liability Company (LLC)
• Life Insurance Trust
• Qualified Personal Residence Trust
• Blind Trust
• Special Needs Trust