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Estate planning is concerned with the use, conservation and disposition of a person’s property and wealth. The Marsalese Law Group offers expert advice in the areas of estate planning and trust administration. Our estate planning experience is sought by closely held businesses, families and individuals. Entrepreneurs frequently retain our services to coordinate personal, business and estate planning and deal with financial issues in ways that benefit both the family and the business.

The Marsalese Law Group has an active and sophisticated trusts and estates expertise in the handling of all types of estate planning matters, with emphasis on last wills and testaments, revocable and irrevocable trusts, life insurance trusts, special needs trusts, qualified personal residence trusts, family limited partnerships, durable powers of attorney, advance medical directives, and other related estate planning documents.

The Marsalese Law Group also advises clients on other common planning matters include lifetime gift programs, charitable split interest trusts, off-shore trusts, private foundations, grantor retained annuity trusts, generation-skipping transfer tax planning, and life insurance planning, including irrevocable life insurance trusts and split dollar arrangements.

Business Succession

The Marsalese Law Group advises its business clients about protecting and transferring ownership of their personal and business assets. Our succession planning includes restrictive stockholder and partnership agreements, reorganizations of corporations and a variety of other arrangements. The Firm assists individual clients in personal estate planning to transfer assets efficiently to their chosen beneficiaries. Estate Planning of this nature often focuses on providing for family members, protecting the assigned assets and ensuring professional management of these assets. Personal estate planning takes into account the impact of federal income, estate, gift and generation-skipping taxes on the passage of wealth. It frequently means establishing trusts for a surviving spouse, as well as trusts for children and grandchildren, to achieve tax savings. We also use many forms of charitable giving to reduce taxes significantly.

Special Needs Trusts

The Marsalese Law Group can assist parents with minor children plan their estate. With their legal expertise, we can help parents with minor and/or handicapped children weigh advantages and disadvantages of various estate planning tools and techniques. Every family is different, and each has its own estate planning situations. Often, the most difficult part of the planning for parents is to reach agreement on complex family decisions about lifestyles, values, goals, and relationships.

Estate Planning Tools At Our Disposal

At The Marsalese Law Group, we have extensive experience in crafting estate plans:

  • Simple and Complex Last Will & Testaments
  • Revocable Living Trusts
  • Special Needs Trusts
  • Family Limited Partnerships and Limited Liability Companies
  • Irrevocable Life Insurance Trusts and Qualified Personal Residence Trusts
  • Irrevocable Medicaid Asset Protection Trusts
  • Administration of Estates
  • Probate Proceedings, Administration Proceedings, Accounting

Need Estate Planning assistance? Questions About Your Estate Plan? We Can Help.

For information on our estate planning and trust administration practice and how The Marsalese Law Group can provide professional, effective, and efficient legal advice, contact us anytime at 586-915-2184 or mm@marsalese.com.

Download The Marsalese Law Group: Estate Planning Trifold