Estate Planning and Elder Law

Wealth Transfer Planning

The estate planning services at Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) include wealth transfer planning. We consider a number of wealth transfer planning tools and concepts when counseling and advising our high net worth clients. Our attorneys examine the needs of each individual client or family circumstance in determining how to best accomplish their intended purpose. We can assist with the following:

  • Charitable trusts,
  • Family generation skipping transfers,
  • Family Limited Liability Companies (LLCs) and partnerships,
  • Grantor retained annuity trusts,
  • Irrevocable trusts,
  • Intentionally defective trusts,
  • Promissory notes, and
  • Qualified personal residence trusts.

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    Each client is unique, and we take the time to understand their specific needs to create a plan that ensures assets accumulated during their lifetime are protected and distributed appropriately.