Trusts can be a very effective planning tool for clients, and can be used, for example, to reduce taxes, protect assets, dispose of assets on death, protect disabled family members, and effectively address issues related to blended families. Our trust team, led by Andrea Rowe, works closely with clients’ accountants and other specialists to ensure that trusts form part of the planning discussion when appropriate.
Areas of focus include:
- Alter ego trusts
- Joint spousal trusts
- Disability trusts (also known as “Henson Trusts”)
- Family trusts