Wills, Trusts & Tax Planning

We create tailored and meaningful estate plans.

Young Moore attorneys work with individuals to develop tailored and meaningful estate plans to accomplish the objectives of each client. Whether those objectives are to minimize gift, estate and income taxes; plan for the transfer of a business; address the needs of children; consider issues specific to blended families; fulfil charitable intentions; plan for unique assets; take steps to simplify the transfer of assets to heirs, utilize trusts and other techniques to avoid the costs and delays of probate; or a combination of such objectives, we craft the appropriate estate plan. We are skilled at drafting wills, revocable living trusts, life insurance trusts, charitable trusts, trusts for children and grandchildren, generation skipping trusts, durable powers of attorney, health care powers of attorney and living wills.

During the estate planning process, Young Moore attorneys counsel clients on beneficiary designations to coordinate retirement assets and life insurance with the estate plan and suggest appropriate asset titling. Our estate planning expertise also includes assisting clients with developing and implementing gift strategies using sophisticated tools such as limited partnerships, limited liability companies, grantor retained annuity trusts, “defective” grantor trusts and irrevocable trusts for tax-efficient gifting or asset protection.