Trust Planning

Trust Planning

Estate Planning and Wealth Management

Estate Planning Attorneys

Estate planning attorneys plan for the transfer of wealth (including financial and property assets). They are trained in tax implications of different types of gifts, putting assets in trust for future generations, receiving income from donated assets while living, as well as planning for transfer of decision-making power about health and assets in case of a client’s future inability to render decisions.

Lawyers who have been elected members of ACTEC are well respected and knowledgable about the tax aspect of estate planning, estate and GST taxes, and trust administration. There are about 2,600 lawyer members of ACTEC. The ACTEC website has a state-by-state directory of estate planning attorneys.

See also