Estate Planning - The Busch Firm - Attorneys at Law

Estate Planning

The Busch Firm's estate planning practice focuses on large ($5,000,000 and up) estates. For each client, we outline all the available alternatives and work with the client to develop an estate plan which best suits the client's needs in light of the client's objectives. We provide the client with a written proposal outlining and diagramming how the client's estate plan will work. Several of the professionals in the estate planning department are either CPA's or have Masters in Taxation in addition to their law degrees. Our services include:

Living Trusts (including funding)
Springing Durable Powers of Attorney for Health Care and Finance
Charitable Remainder Unitrusts (CRUT), Charitable Remainder Annuity Trusts (CRAT), and Charitable Lead Trusts (CLT)
Self-Canceling Installment Notes
Private Annuities
Grantor Retained Annuity Trusts (GRAT); Grantor Retained Unitrusts (GRUT)
Asset Protection Planning, including Overseas Asset Protection Trusts and Domestic Asset Protection Trusts including the Nevada Self Settled Spendthrift Trust
Compliance Trust and Gift Tax Returns

Wills/Codicils
Irrevocable Trusts (e.g. Insurance Trusts)
Trust and Probate Administration
Private Foundations
Qualified Personal Residence Trusts
Family S Corporations
Prenuptial and Post Marital Agreement
Family Partnerships and Family LLC's
Intra-Family Sales of Stock/Assets to facilitate Tax Efficient Transfers to the next generation
Life Insurance Alternatives and Analysis
Gift Planning
Formation of Defective Grantor Trusts (DGT) including sales of partnership interests to DGT's between family members

Estate Planning for Large Balance IRA/Qualified Plans

Estate Tax Bill Signed Into Law: Now What?

“Discounted” Lifetime Gifts Can Reduce The Taxable Estate

Planning Opportunities In Light Of The 2001 Tax Act

Spendthrift Trusts Provide Excellent Asset Protection