Redgrave & Rosenthal LLP

Our estate planning experience spans the entirety of common – and even extraordinary – needs. Practice area experts, our attorneys see the big and whole picture of your financial and personal circumstances. We work to minimize estate tax and other at-death expenditures. Individualized planning and precise legal documents execute the directives we’ve stipulated together.

Wealth Transfer & Disability Planning

At minimum, every individual – our client or not – should execute a Last Will and Testament. This directs disposition of your assets at death. Advance Directives protect you and your family in the event of your incapacity.

Baseline estate plans generally include:

  • Wills and Revocable Trusts
  • Disability Planning and Advance Directives
  • Durable Powers of Attorney
  • Health Care Directives
  • Living Wills
  • Nominations of Preneed Guardian

Asset Protection & Tax Planning

The complexity and uncertainty of estate taxes demand alternative planning techniques. High net worth individuals and families’ complex affairs demand it. Your Redgrave & Rosenthal attorney understands specialized planning for significant asset holders.

Trust planning enhanced solutions can include:

  • Dynasty Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • IRA Trusts
  • Personal Residence Trusts
  • Education Trusts and 529 Plans
  • Asset Protection Trusts
  • Grantor Retained Annuity Trusts
  • Intentionally Defective Grantor Trusts
  • Build-up Equity Retirement Trusts (“BERT”)
  • Spousal Limited Access Trusts (“SLAT”)

Special Needs Planning

Minor and adult special needs family members present special circumstances. They cannot be addressed on the fly. Impacting the very lives of the loved ones trusted to your care, the plans you develop ensure their evolving needs are addressed. This is essential, as the activities, therapies and vocations they undertake correlate directly to their ability to grow and thrive. Likewise, it ensures financial and medical provisions evolve in step with their needs.

All of this dictates the need for specific legal expertise – and equally important sensitivity – when developing an estate plan to protect these individuals’ financial welfare and wellbeing. Needs-based public benefits, including Medicaid, ALTCS and SSI payments are encompassed in our meticulous plans.

Healthcare Planning

Many of the tools we utilize in healthcare planning are the same tools we use to craft comprehensive estate plans. Under this umbrella we ensure your affairs, medical and financial, will be addressed and administered as you wish in the event of your incapacity.

We assist you in specifying the person who will care for you, and under what terms they will do so.

Asset Protection/Medicaid Planning

Disability is an equal opportunity villain. Irrespective of your age, financial or social standing, a “disability” usually comes as an unexpected reality. It brings major life-changing consequences.

Asset protection and planning are crucial to ensure government benefits are not forfeited in instances of inheritance or legal settlements. Our counsel encompasses Special Needs Trusts and Third Party Supplemental Needs Trusts.

Charitable Trusts & Foundations

Ours is a distinguished and prolific tradition of community and philanthropic furtherance. We wield a vast array of charitable planning instruments and strategies to tailor and leverage your gift for the benefit of the organizations and causes you champion.

Marital & Residence Agreements

Your attorney crafts premarital and post-marital agreements through the prism of estate planning. Domestic partnership agreements are an option for unmarried couples. Irrespective of how your relationship manifests, your attorney designs and executes a custom plan, fulfilling individual and unified needs.

Client Maintenance Programs

At Redgrave & Rosenthal, client service is paramount. With that in mind, we offer solutions designed to ensure that your estate plan is in accord with current laws and aligned with personal and family goals.

Our Preferred Care™ programs help your estate plan change with you.