Trusts and Estates Law
Dupont Law Firm prepares various types of wills and trusts, including single and joint revocable trusts, irrevocable life insurance trusts, intentionally defective grantor trusts, limited liability companies, and family limited partnerships. The firm also counsels and assists with the preparation of special needs trusts for disabled beneficiaries and asset protection planning. Addtionally, the firm assists clients with preparing for incapacity, including drafting financial and health care powers of attorney forms, living will declarations, and HIPAA patient authorization forms. Included in an estate plan is a detailed analysis of the appropriate titling of assets and beneficiary designations and preparation of deeds to real estate.
Probate and Trust Administration
The firm oversees the administration of estates and trusts, including probate estates, trust administrations, and post-mortem tax planning.
Estate and Gift Tax Planning for Minimization of Taxes
The firm assists clients in analyzing estate, gift and income tax exposure and implementing gift and trust planning to minimize tax exposure.
Estate and Gift Tax Return Preparation
The firm handles the preparation of estate tax returns in a decedent’s estate and the preparation of gift tax returns if a client has made gifts warranting a return.
The firm advises clients regarding charitable giving during life and upon death, including the preparation of charitable remainder and lead trusts and assistance in setting up donor-advised funds.
Estate planning and administration services are either based on a flat-fee approach or an hourly basis depending on the needs of the client and the situation.