The objective of estate planning is often described as: “I want to control my property while I'm alive, take care of myself and my loved ones if I become disabled, and give what I have, to whom I want, the way I want, and when I want. Furthermore, if I can, I want to save every last tax dollar, professional fee, and court cost legally possible.”
What Peterson Estate Planning offers clients to accomplish the above objective:
Living Trusts
Individual and Joint Revocable Trusts
Ancillary Documents (Including "Pour-Over" Wills, powers of attorney, property agreements, etc.)
Funding Instructions and Trust Summaries
Client Information Forms
Comprehensive Interview Questionnaires
Wills
Wills with or without tax-sensitive planning
Ancillary Documents to complete the plan
Client Portfolio Inserts, Instructions, and Will Summaries
Irrevocable Trusts
ILITs (Single life, Second-to-Die, or "Spousal Access")
Intentionally Defective Grantor Trusts
Gifting Trusts
"BERT," or "Family Bank" Trusts
"Inheritor's" Trusts
Lifetime QTIP Trusts
Client Portfolio Inserts, Demand Right Notifications
Split Interest Trusts
Qualified Personal Residence Trusts (QPRTs)
Grantor Retained Trusts (GRATs, GRITs, & GRUTs)
Charitable Planning
Charitable Remainder Trusts
Charitable Lead Trusts
Private Foundations (Trust-based, or Corporate)
Special Needs Trusts
Individual or Joint Third-Party Special Needs Trust
Revocable or Irrevocable
Memorandum of Intent
Physician Planning
Individual Irrevocable Trust Agreement (includes Domestic Asset Protection Trust)
Administrative Services Agreement
Practice Buy-in Agreement
Equipment Lease
Physician Employment Agreement
Premise Lease Agreement
Transmutation Agreement - Waiver
Retirement Planning
Stand-Alone Retirement Trust (draft conduit, accumulation, or "switch" trusts)
IRA Beneficiary Designation Forms
Qualified Plan Beneficiary Designation Forms
Family Limited Partnerships
Partnership Agreements
Management Trusts
Entity Formation Documents
Funding and Transfer Documents (including Private Annuities, SCINs, assignments, etc.)
Correspondence Templates
Family Limited Liability Company
LLC Operating Agreements
Entity Formation Documents
LLC Operations Manual
Funding and Transfer Documents
Correspondence Templates
Business Succession Planning
Buy/Sell Agreements
Employee Purchase/Bonus
Deferred Compensation
Stay Bonus
