| Estate Planning & Disputes |
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It is the ultimate goal of each person to protect his or her asset from all losses, and leave them for his or her loved ones. Proper planning may protect your wealth from litigation losses during your life time, and from excessive estate taxes after your death. This requires periodic review and revision
as various factors personal factors (your wealth, family size, retirement needs, personal priorities) and environmental factors (laws and regulations) are constantly changing. At Hong & Mashal, we look into your particular situation, integrate estate planning tools together with asset protection vehicles to accomplish your ultimate goals. We also handle probate and disputes related to the estates, wills and trusts.
Our Estate Planning & Dispute services include: • Estate Dispute: handling court proceedings in Probate, Will Contest and Trust Dispute, etc. • Integrated Estate Planning: integration of your multiple goals in Estate Planning, Asset Protection Planning, Tax Planning, Retirement Planning, and Business Succession Planning to design a practical strategy in incorporating various tools to carry out your wishes. • Basic Estate Planning: estate planning for individual or family, and preparation of documentation, such as Living Trust, Will, Durable Power of Attorney, Advance Health Care Directive, Property Agreement, Life Insurance Trust, etc. • Advanced Estate Planning: use of advanced estate planning tools, such as: Gifting Program, Intentionally Defective Grantor Trust, Grantor Retained Annuity Trust, Qualified Personal Residence Trust, Minor’s Trust, Dynasty Trust, Charitable Remainder Trust, Charitable Lead Trust, Generation-Skipping Transfer Planning, Split-Dollar Insurance, etc. • Asset Protection Planning: structure design and formation of Multiple Business Entities, Foreign Entity, Asset Protection Trust, etc. • Special Purpose Planning: legal advice in design of an approach to meet your particular needs, such as Pre-Immigration Planning, Qualified Domestic Trust for alien spouse, Special Needs Trust, etc. Additionally, we provide estate, administration and personal related services, such as: • Application of Guardianship, Conservator, etc. • Legal advice in Post-Mortem Planning, Trust Administration, etc. • Preparation of Estate Tax Return 706, Gift Tax Return 709, etc. Please contact us for more information. |