what we do
Customized Estate Planning
Our firm specializes in assisting individuals with substantial assets to protect those assets from destructive estate and inheritance taxes. We design customized estate plans for our clients using state-of-the-art wealth transfer tools. These estate plans could include one or more of the following techniques:
1. Revocable Living Trust
2. Life Insurance Trusts
3. Special Needs Trusts
4. Family Limited Partnerships
5. Limited Liability Companies
6. Private Annuity Trusts
7. Grantor Retained Annuity Trusts and Unitrusts
8. Qualified Personal Residence Trusts
9. Charitable Remainder and Lead Trusts
10. Family Foundations
Wakeman Law Group, Inc.
prides itself on providing the highest quality legal work available with a level of service not commonly found in other law firms. We work closely with the client's financial advisor, accountant and other professional advisors, in order to give the client the benefit of a team approach.