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

Nevada Asset Protection Trusts

Planning Opportunities In Light Of The 2001 Tax Act

Spendthrift Trusts Provide Excellent Asset Protection

Applicable Federal Rates

Orange County Community Foundation

Guidestar

Elder Law web page