Estate Planning
The Estate Planning team at Clemente Mueller P.A. represents and counsels individuals with assets to protect in developing and implementing sophisticated and sound estate tax planning strategies, such as family limited partnerships, charitable trusts and qualified personal residence trusts, together with such time-tested tax-saving techniques as credit shelter trusts, irrevocable insurance trusts and disclaimer trusts.
This includes:
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- Developing, formulating, drafting, and implementing estate plans for individuals and their families, including wills, trusts, family limited partnerships, limited liability companies, special needs trusts, medical directives and powers of attorney.
- Providing elder law advice designed to preserve accumulated wealth.
- Assisting in lifetime planning to preserve family wealth through tax-favored planning techniques.
- Administering decedents' estates and trusts, including assisting executors and administrators in probate proceedings, providing post-mortem estate planning and preparing federal estate and state inheritance tax returns.
- Designing estate plans that minimize estate and income taxes.
- Assisting owners of closely held businesses with succession planning.
- Establishing special needs trusts to protect personal injury awards and settlements