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Estate Planning

Larsen & Risley specializes in the design and implementation of comprehensive estate plans that most appropriately meet the needs and objectives of our clients. Our estate plans typically include basic foundational documents such as wills, living revocable trusts, and durable powers of attorney for assets and health care.

Specialized Trusts
In order to achieve our clients’ goals we commonly utilize some of the following trusts in our planning:

     Asset Protection Trusts
     Charitable Trusts
     Irrevocable Trusts
     Grantor Retained Annuity/Unitrusts
     Personal Residence Trusts
     Foreign Asset Protection Trusts

Entities and Plan Structuring
Our estate plans may also include the use of some of the following planning devices:

     Family Limited Partnerships
     Private Foundations
     Employee Stock Ownership Plans
     Corporate Recapitalizations
     Private Annuities
     Estate Freezes
     Self Canceling Notes

Larsen & Risley is highly effective at developing long-range estate plans utilizing combinations of these tools and devices and resolving tax issues while allowing the client to maintain control of assets, receive higher current income, reposition assets properly, and reduce current gift and estate taxes.