Trusts and Estates

Our trust and estates team examines each family’s unique situation with emphasis on personal, medical, practical, creditor protection, financial concerns, avoidance of probate and preserving wealth for both the senior generation and their descendants, integrating estate and income tax saving techniques as part of a family’s succession planning.

 

Gozdecki Del Giudice, Americus & Brocato LLP  has a trust and estates practice that examines each family’s unique situation with emphasis on personal, medical, practical, creditor protection, financial concerns, avoidance of probate and preserving wealth for both the senior generation and their descendants, integrating estate and income tax saving techniques as part of a family’s succession planning.  For families with a net worth exposed to the estate tax, the income tax savings can be far greater than the estate tax savings, especially for a family that anticipates a sale of an appreciated asset before death of a senior family member. A part of our overall analysis, we advise as to which of the available income tax and estate tax saving techniques is most appropriate for each client. We also advise clients on a variety of trusts and estates matters, including, but not limited to: