Estate Planning Services

When you have worked and saved carefully for years, you want to be certain that your estate will benefit the people and causes that matter to you. If you have been fortunate enough to amass significant wealth during your lifetime, you are also likely concerned about minimizing the tax burden on your heirs and beneficiaries.

Regardless of the size of your estate, Oliver Law, P.C. can help you meet your goals for your family’s future. For nearly two decades, attorney Robert P. Oliver has dedicated his career to estate planning and related matters, including tax planning and estate and trust administration. His exclusive focus in these areas has given him the depth of experience to plan effectively for even the largest and most complex estates. To learn how Oliver Law, P.C. can help you plan for your family’s unique needs, contact us to schedule a consultation.

Estate Planning to Fit Your Needs

Estate planning is about more than just what you have; it’s about the people for whom you are planning. We take the time to understand your vision for your estate plan, and design a plan that is customized to your goals. As appropriate, we coordinate with your financial advisors and other professionals to ensure that your plan is comprehensive and seamless. Oliver Law, P.C. offers a variety of estate planning tools and services to achieve your aims, including, but not limited to:

• Last Wills and Testaments
• Revocable Trusts
• Estate structuring to minimize estate tax, gift tax, generation-skipping transfer tax, income tax, and capital gains tax
• Asset protection planning to shield assets from creditors and divorce
• Incapacity planning, including advance healthcare directives and durable powers of attorney
• Estate planning for business owners
• Irrevocable Life Insurance Trusts (ILITs)
• Spousal Lifetime Access Trusts (SLATs)
• Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), and other tax-efficient wealth transfer strategies
• Charitable Lead Trusts and Charitable Remainder Trusts (CLTs and CRTs), donor-advised funds, and other charitable giving strategies
• Family limited partnerships (FLPs) and limited liability companies (LLCs) to manage wealth, reduce exposure to liability, and minimize tax exposure
• Guardianships and trusts to provide for the needs of minor children in the event a parent dies or becomes incapacitated

It may be impossible to predict the future, but it is essential to prepare for it. Attorney Bob Oliver’s extensive experience in both estate planning and estate and trust administration has given him a deep understanding of the legal, financial, and practical implications of estate plans that inform the planning process.

When you work with Oliver Law, P.C., we help you understand the components of your plan, how they work, and how they fit together. When the time comes to put your plan into action, your loved ones can be confident that it will function exactly as you intended.