Estate Planning Practice

The Garrett Law Firm's estate planning practice begins with a close look at individual and family needs. This goes beyond the preparation of wills to consider how non-probate assets should be titled and how spouses can arrange their retirement assets to provide for continued independence and quality care later in life with maximum tax and inheritance benefits.

Family limited partnerships and a variety of trust arrangements are considered. For entrepreneurs, significant attention is given to readying the business for succession or sale and to the most tax efficient methods to accomplish that transition. The firm is also experienced in planning for families in which one spouse is not a U.S. citizen and for those requiring a special needs trust to care for a family member now or in the future.