Estate planning and business succession planning are at the core of just about everything we do at Certus Legal Group, Ltd. Estate planning can mean many different things depending on the context, but in general it means the structuring of personal and financial affairs utilizing appropriate legal structures and documents. Certus attorneys have experience in the preparation and implementation of all of the basic and advanced estate planning documents, including:

  • Wills
  • Revocable Trusts
  • Grantor Retained Annuity Trusts
  • Irrevocable Gift Trusts (including Intentionally Defective Grantor Trusts)
  • Irrevocable Life Insurance Trusts
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Qualified Personal Residence Trusts
  • Marital Property Agreements
  • Financial Powers of Attorney
  • Health Care Powers of Attorney and Living Wills
  • HIPAA Authorizations

To learn more about how we approach estate planning generally please contact your Certus attorney or contact our office. You may also wish to review our article on the estate planning process more generally by clicking here.