Trusts and Estates

Estate & Gift Planning

At Kurzman Eisenberg Corbin & Lever, LLP, we work closely with our clients to implement individualized and tax efficient gift and estate plans for the transfer of wealth, including business succession planning. We employ sophisticated estate and gift tax planning techniques, and we strive to find creative solutions for each client's personal and financial objectives. Estate and gift planning at the Firm includes:

  • Tax planning for income, estate, gift and generation-skipping taxes
  • Wills
  • Grantor retained annuity trusts
  • Gift trusts for children and other family members
  • Generation-skipping trusts
  • Life insurance trusts
  • Health care proxies and living wills
  • Planning for retirement assets
  • Prenuptial and domestic partnership agreements