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The Law Offices of Bradley J. Frigon will help you understand the complex issues of wealth transfer. This encompasses all facets of advising private individuals in aspects of wealth transfer planning, including techniques to accommodate charitable remainder trusts, grantor annuity trusts, and charitable lead trusts. Additionally, we provide a specific focus on retirement benefits estate planning, with special attention paid to minimizing transfer taxes and income tax considering the minimum distribution rules.

Experienced Wealth Transfer Planning

Techniques to Accommodate Charitable Remainder Trusts

A charitable remainder trust provides for a specified annual or more frequent distribution to one or more beneficiaries, at least one of which is not a charity. The money is given over a lifetime or for a pre-determined number of years with the irrevocable remainder interest passing to one or more charitable organizations.

Grantor Annuity Trusts

This is a special type of irrevocable trust that makes it possible for the grantor to take an investment gamble in hopes that the property transferred into the trust will outperform a standardized interest rate. Additionally, the grantor must live long enough to reach the end of term of the trust and must not need the invested money or property to pay for living or medical expenses late in life.

Charitable Lead Trusts

This type of trust is designed to provide income payments to one or more charities for a set amount of time. Once that period has ended, the assets are paid to the grantor or the beneficiaries named in the trust. This is also called a charitable income trust. There are four different types of charitable lead trusts, including qualified reversionary grantor trust, qualified non-reversionary grantor trust, qualified non-reversionary non-grantor trust, and non-qualified reversionary non-grantor trust.

Obviously, there are numerous ways in which to set up trusts and in order to choose the one that is right for you, it is important to work with an experienced wealth transfer attorney.

WEALTH TRANSFER PLANNING WITH SPECIAL NEEDS CONSIDERATION
We are uniquely qualified to design a comprehensive wealth transfer plan that provides for family members including those with special needs.

Retirement Benefits Estate Planning

Minimize Transfer and Income Tax

The goal of any attorney, when it comes to estate planning and wealth transfer, should be to maintain  assets for family members and other beneficiaries. Unfortunately, this comes with challenges, as Uncle Sam is eager to take a cut. Despite frequent fluctuation in estate taxes, they consistently remain high, which is why it is so important for people to consider their options regarding wealth transfer.

There are numerous options available to help taxpayers minimize transfer and income taxes at the time of a loved one’s death and there are also ways to minimize the tax impact of your estate while you are alive. In order to determine the best methods available to you, it is important to work with an experienced estate planning attorney.

Conclusion

To learn more about estate planning and wealth transfer, please browse our collection of estate planning and wealth transfer articles.

To learn how we can help you and your family with wealth transfer issues, contact us at (720) 200-4025 now or reach us by email.

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Contact Us

6500 South Quebec Street
Suite 330, Englewood, CO 80111
Phone:(720) 200-4025
Fax: (720) 200-4026
Toll Free: (877) 295-8915

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