Succession & Estate Planning

At The Marzella Law Group, PLLC, our Estates and Trust practice group is involved in all aspects of estate and trust planning and administration, from preparing basic estate planning documents to planning and implementing complex needs trusts, to planning the transfer of wealth and asset preservation. We provide full, personalized estate and trust planning and administration services. We counsel beneficiaries and fiduciaries of estates and trusts on their rights and duties and we form and advise tax-exempt entities.

We understand and are respectful of the sensitive family relationships that planning and estate evokes. We help our clients focus on passing family wealth in an efficient and practical manner. We want to develop and maintain close, long term relationships with clients so that families are comfortable with our firm, and trust that we will support their family in difficult times. Our clients know that they are receiving sound and practical advice based on our decades of practice and real life experience.  For a Complimentary Analysis of your Estate Plan, click here.

Basic Estate Planning Packages

• Last Will and Testament
• Durable Financial Power of Attorney
• Durable Healthcare Power of Attorney
• Advanced Directive – Living Will

Designing and Implementing Sophisticated Estate Planning Techniques

• Family limited partnerships (FLPs) and family limited liability companies (FLLCs)
• Grantor retained annuity trusts (GRATs)
• Sales to intentionally defective grantor trusts
• Generation-skipping transfer (GST) tax planning
• Special needs trusts

Planning for Transfer of Assets while Minimizing Income Taxes, Estate Taxes and Gift Taxes

Planning for Incapacity

• Limited and Special Purpose Powers of Attorney
• Living trusts
• Guardianship

Business Succession Planning, including Buy-Sell Agreements

Life Insurance Planning, including Life Insurance Trusts

Charitable Gift Planning

• Charitable remainder trusts
• Charitable lead trusts
• Private foundations

Planning for Lifetime Gifts

Tax-Exempt Entities and Charitable Organizations

• Counsel to nonprofit entities in organization, governance and operations
• Consultation related to planned giving programs and related tax issues
• Applications for tax-exempt status
• Counsel to tax-exempt entities in fiduciary and tax matters

Trust Modifications, including Decanting

Assisting in Estate and Trust Administration

• Compliance with probate and fiduciary laws
• Preparation of estate, gift and generation-skipping tax returns

Counseling Executors and Trustees on Fiduciary Law Issues

Advising Fiduciaries and Beneficiaries regarding Trust and Estate Disputes

Planning for Distribution of Retirement Plans and IRAs

Call the Marzella Law Group, PLLC today at (919) 653-8800 for a consultation, or fill out our online form and we will contact you as soon as possible. We are proud of our level of expertise innovation, business acumen, and practical thinking, and would be honored to put our resources to work for your business.