Attorneys: Elizabeth Schurig, Amy Jetel, Steve Tackett, Michelle Rosenblatt
Paralegals: Katelyn Davis
Related Publications and Resources
The design and implementation of estate and wealth-transfer plans is an essential component of the firm's practice. In addition to comprehensive wills and management trust vehicles crafted to meet client's goals regarding the testamentary disposition of property and minimize the exposure of assets to estate, gift, income, and generation-skipping transfer taxes at death, the attorneys at SJBT employ various tools, such as revocable and irrevocable trusts, life insurance trusts, grantor trusts, qualified personal residence trusts, generation-skipping trusts, and beneficiary designation planning for IRAs, qualified plans, and other employee benefit plans in order to maximize the value of assets that can be transferred to successive generations. An integrated estate plan also involves tax and entity planning and charitable planning, and in some cases, offshore life insurance planning and international estate planning is appropriate. SJBT provides expertise in all of these areas.
SJBT also provides clients with the peace of mind that comes from proper disability planning. Because the average life expectancy is longer, more of us can expect to spend some part of our lives unable to manage our own affairs. Therefore, no estate plan is complete without disability planning. The attorneys at SJBT regularly prepare financial and medical powers of attorney and other related documents that allow for the smooth and low-cost management of a client's affairs in the event of a disability.