Estates & Trusts
Cipriani & Werner provides comprehensive, highly personalized estate and trust planning services to individuals, families and business owners. We serve our clients by listening closely to their goals and concerns, and work with them to develop flexible plans that reflect their unique circumstances and are sensitive to this very personal experience for our clients.
As we do in each practice area, Cipriani & Werner offers estate planning clients our highest standard of client service and lawyer accessibility. Planning engagements are frequently fixed fee and include key milestone completed by set dates. We create intelligent, customized, adaptable estate plans, and clients can participate as deeply as they wish in the design process.
Cipriani & Werner Estate and Trust attorneys participate in national, state, and regional estate planning professional organizations and continuing education programs to keep up with the most current concepts, strategies and changes in estate law. We continuously share this information with current and prospective clients through our website, newsletters and public presentations, and we offer workshops and seminars to accountants, financial planners, insurance professionals, other attorneys, charitable organizations and the public. Anyone currently thinking of estate planning is encouraged to get in touch for more information.
Here are a few examples of planning tools we’ll consider when designing your estate plan together:
- Living trusts that permit transfer of assets within four weeks of the death of the surviving parent.
- Life insurance trusts that minimize gift taxes, control the distribution of the eventual proceeds, and reduce federal estate taxes by hundreds of thousands of dollars.
- Wills prepared with contingent trusts for minor and maturing children to control appropriate application of life insurance and other estate assets.
- Employee Stock Option Plan (ESOP) to enable the sale of a business to employees with capital gains taxes deferred.
- Buy Sell Agreement to protect both the parents as sellers and the children’s interests as buyers of a family-run business.