We speak the language of Estate Planning and Probate.
Estate & Longevity Planning
When individuals embark on the challenging task of estate and disability planning, they know the outcome desired. However, they might not be sure of how to get there, nor may they be aware of or consider all the “what ifs.” That’s RTT’s job.
We listen to find out our clients’ needs and wants, and we know how to guide them to their destination. From the nuts and bolts of estate planning to confronting sensitive issues such as guardianship for incapacitated persons, our attorneys have the knowledge, experience and interpersonal skills to achieve the outcome that best protects our clients’ interests.
We routinely represent personal representatives and heirs of estates in administration, petitioners pursuing guardianship and conservatorship appointments, and clients seeking establishment or administration of special needs trusts. We also accept fiduciary appointments and guide clients through longevity planning, including the law of government benefits such as Medicare and Medicaid.
Asset Protection
Certain trusts, annuities, insurance products, and foundations can provide significant savings for beneficiaries and are invaluable tools for estate planning and asset protection purposes…and RTT is fluent in the language of all of them.
For example, one of our lawyers has experience in United States lRAs owning domestic and foreign properties instead of securities. He also works with United States Virgin Islands Economic Development Commission (EDC) companies for USVI tax benefit programs.
|
