Estate Planning
Rudolf & Hoffman, P.A. offers the full spectrum of legal services that encompass the field of estate planning. This representation includes the preparation of any and all legal documents encompassing a full estate plan that may include:
- Wills
- Trusts
- Health care surrogate forms
- Durable powers of attorney
- Living wills
- Irrevocable trusts
- Family limited partnerships
Additionally, the scope of the representation includes emphasis on a full and complete analysis of gift, estate and generation skipping taxes and the appropriate savings. Utilization of trusts for the management of assets is always a consideration. As well, all forms of proper marital deduction and charitable deduction planning are utilized, including the creation, where appropriate, of charitable foundations.
Other sophisticated estate planning vehicles for the purposes of minimizing transfer taxes and managing assets are routinely considered including the creation of family limited partnerships and Florida land trusts. Where applicable, our estate planning clients are counseled involving their business buy/sell agreements, business succession planning and the inclusion of asset value freezes, minority, and marketable discounts all in the furtherance of minimizing estate taxes and providing the client a plan for passing along their assets to their intended beneficiaries.
The firm also has experience in international tax planning, including advising nonresident alien clients on appropriate ownership of property in the United States, construing off shore trusts and other U.S. tax ramifications.