Estel Law assists clients in the preparation of their estates and administration of trust matters that arise. Estel Law provides our clients an outline of options available and works with you to develop an estate plan that suits your needs and objectives, while minimizing estate taxes. Estel law hopes to enhance each client’s transfer of wealth to successive generations and/or charitable organizations.  

Estel Law can help you with:

• Wills and Trusts

• Formation of Intentionally Defective Grantor Trusts (IDGT), including sales of LLC or partnership interests to IDGTs between family members

• Trust Administration

• Trust, Gift and Estate Tax Returns

• Family S Corporations

• Family Partnerships and Family LLCs

• Intra-Family Sales of Stock/Assets through Tax-Efficient Transfers

• Life Insurance Alternatives and Analysis

• 501(c)(3) non-profit formation, operation and/or gifts

• Private Foundations

• Charitable Remainder Unitrusts (CRUT) and Charitable Remainder Annuity Trusts (CRAT)