Estate Planning and Elder Law

Estate Planning and Elder…

Integral Business Counsel provides comprehensive trusts and estates planning to individuals and families. Although we have experience drafting sophisticated plans for high net worth individuals and families, we are equally happy to work with clients that require more basic planning and provide the same highly personalized approach to each client.

Estate Planning

IBC designs plans focused on the goals and needs of our clients and their families, including the following:

  • Wills
  • Revocable and irrevocable trusts
  • Durable general powers of attorney
  • Advance Directives for health care
  • Nominations of guardians
  • Planning to avoid probate
  • Business succession planning
  • Same-sex estate planning
  • Planning to mitigate state and federal estate taxes, gift taxes, and generation-skipping transfer taxes
  • Lifetime gifting strategies
  • Estate planning in contemplation of divorce
  • Postnuptial agreements
  • Planning for second marriages
  • Assistance with trust funding
  • Charitable planning
  • Family land trusts
  • Irrevocable life insurance trusts
  • Qualified personal residence trusts (QPRTs)
  • Grantor retained annuity trusts (GRATs)
  • Special Needs Trusts

Elder Law and Special Needs Planning

We also provide legal advocacy and guidance to enhance the lives of people with special needs and as they age including:

  • Assistance with planning for incapacity and long-term care
  • Medicaid planning and assistance with the application process
  • Preparation of special needs trusts designed to supplement the public benefits received by a disabled person without jeopardizing their entitlement to those benefits
  • Petition for guardianship over the person and/or estate of an incapacitated person

We encourage you to read more about our practice philosophy and what it’s like to work with us. For more information about our estate planning and elder law services, contact IBC.

Attorneys:  Jaime I. Gillis