IRS Recovery & Tax Law Monroe County & Palm Beach County
Probate Trust Administration
Probate, Guardianship, Trust Administration, Litigation as it relates to Trusts, Guardianship and Probate Probate, Guardianship, Trust Administration, Litigation as it relates to Trusts, Guardianship and Probate
IRS Recovery & Tax Law Monroe County & Palm Beach County


LAW OFFICE SERVICES DIRECTORY
     
 
 
 
 
 
 
 
 
 
 

Harold E. Wolfe Jr., Esq.
ESTATE PLANNING AND ASSET PROTECTION

ESTATE PLANNING

On behalf of clients, the firm prepares a number of sophisticated estate planning documents including revocable trusts (including qualified terminal interest property [“QTIP”] and qualified domestic trust [“QDOT”] revocable trusts), “crummey” trusts, grantor retained annuity trusts (“GRATs”), charitable remainder trusts (including charitable annuity trust and charitable unitrust), qualified personal residence trusts (“QPRTs”), generation-skipping trusts, and other trust instruments. We also assist clients in avoiding probate through use of a revocable trusts or other probate avoidance devices. We have the expertise to assist our clients in these areas since we are both board certified in taxation and wills, trusts and estates providing us the estate and gift tax background to prepare tax-flavored testamentary instruments.

ASSET PROTECTION

The firm works with clients to minimize their exposure to creditor claims that can dissipate their assets and net worth. Planning in this area includes use of both foreign and domestic limited liability companies, limited partnerships and other asset protection devices as well as the creditor protections afforded under Chapter 222 of the Florida Statutes.

Trusts for Estate Planning Purposes:

The firm handles many estate planning needs for clients including the preparation of revocable trusts. The firm also prepares a variety of other trusts for client needs for estate planning purposes. These include so-called “crummey” trusts for children and grandchildren, qualified personal residence trusts (“QPRTs”), charitable trusts (charitable remainder unitrusts and charitable remainder annuity trusts), grantor retained annuity trusts (“GRATs”), and other complex type trusts for estate planning purposes. The majority of the firm’s practice emphasizes minimalization of any potential estate taxes and emphasizes probate avoidance through use of trusts, primarily revocable trusts.

 Disclaimer: This web site is designed for general informational purposes only. The content of this site does not constitute legal advice or the formation of a lawyer/client relationship. 

     

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In Palm Beach: 561-362-2366 • Fax: 561-362-2367
Email: andrea@daddario-law.com
13860 Wellington Trace, Suite 38-213 • Wellington, Florida 33414


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