Shatz, Schwartz and Fentin P.C. has a comprehensive estate planning practice tailored to individuals, professionals, and owners of closely-held business enterprises. Our attorneys are recognized leaders in this field, earning awards and accolades as well as sharing their knowledge with other practitioners.
The strategies and tools employed successfully for our clients include:
- Basic estate planning documents such as Wills, Durable Power of Attorney, Health Care Proxy and Living Will.
- Revocable and Irrevocable Living Trusts, including Insurance Trusts.
- Estate Planning with Retirement Benefits, including Retirement Annuities and Private Annuities.
- Planning to minimize estate and gift taxes.
- Assisting business owners with exit planning and business succession planning, using Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Installment Sales to Intentionally Defective Grantor Trusts, Limited Liability Companies and Limited Partnerships, Family Limited Partnerships, Preferred Stock Dividend Recapitalizations, and Valuation Discounts and Gifting programs.
- Charitable planning with Charitable Remainder Trusts (CRT), including the use of CRTs in the sale of businesses to reduce taxes and Charitable Lead Trusts.
- Estate Freeze Strategies.
The principal attorneys in this department are Steven J. Schwartz, Timothy P. Mulhern, Ann I. Weber, Carol Cioe Klyman, Michele J. Feinstein, Gary S. Fentin and David K. Webber.