Our goal is to preserve family wealth and to optimize the transfer of that wealth to succeeding generations with the minimal tax cost. ANN C. HARRIS, APLC applies trust and estate planning strategies to complement your personal plan, with you as the ultimate decision maker. 

 

At ANN C. HARRIS, APLC, our estate planning attorneys will analyze your unique situation, consider your goals and objectives, and explain how proper planning can achieve those goals and objectives while protecting and maximizing family wealth now and for future generations.

 

Our Attorneys Can Assist You With:

• Wills

• Revocable and Irrevocable Trusts for Single Individuals and Couples

• Legal Action to Modify or Terminate Existing Irrevocable Trusts

• Exercise of Power of Appointment

• Advance Health Care Directive

• Durable Power of Attorney 

• Asset Transfer Assistance

• Generation Skipping Transfers 

• Intentionally Defective Grantor Trusts

• Special Needs Trusts 

• Crummey Trusts

• Qualified Personal Residence Trusts (QPRT's)

• Grantor Retained Annuity Trusts (GRAT's)

• Grantor Retained Uni-trusts (GRUT's)

• Qualified Domestic Trusts (QDOT's) - for non-U.S. citizen spouses

• Life Insurance Trusts (ILIT's)

• Charitable Trusts 

• Charitable Organizations and Private Foundations

• Minimum distribution planning and the selection of appropriate "designated beneficiaries" for qualified retirement plans (including government sponsored plans) and Individual Retirement Accounts (IRA's).