Practice Area
Estate Planning
The Busch Firm’s estate planning practice focuses on substantial (i.e., $5,000,000 and above) estates. For each client, we outline 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 practice group are either CPAs or have Master’s in Taxation in addition to their law degrees.
Our vision is to enhance the community through the orderly transfer of wealth to successor generations and charities and to cause incremental transfer of wealth over the lifetime of the Firm of $2 billion to charities and foundations of our clients’ selection.
Our services include:
- Living Trusts (including funding)
- Springing Durable Powers of Attorney
- Advance Health Care Directives
- 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
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- Wills/Codicils
- Irrevocable Trusts (e.g. Insurance Trusts)
- Trust and Probate Administration
- Private Foundations
- Qualified Personal Residence Trusts
- Family S Corporations
- Pre and Post Marital Agreements
- Family Partnerships and Family LLCs
- Intra-Family Sales of Stock/Assets through Tax-Efficient Transfers
- Life Insurance Alternatives and Analysis
- Gift Planning
- Formation of Defective Grantor Trusts (DGT), including sales of LLC or partnership interests to DGTs between family members
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