Avoid Estate Taxes

Law Offices of Cheri E. Michaelis

Depending on your specific situation, and whether your estate value falls within the federal estate tax exemption amount, the Law Offices of Cheri E. Michaelis can provide you with more advanced estate planning techniques to avoid the federal estate tax. We utilize asset preservation and tax-minimizing techniques, such as marital deduction credit shelter trusts, qualified personal residence trusts (QPRT), grantor-retained annuity trusts, irrevocable life insurance trusts, or defective grantor trusts. In addition, we help shelter assets through effective business formation and business succession planning. Finally, we address the specific estate planning needs for persons with special needs through the creation of special needs trusts. We are able to prepare a variety of trusts suited for your individual needs.