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Estate Planning

The Perkins Law Firm specializes in Taxation and Wealth Management. Our Tax Attorneys help clients augment, preserve, protect, administer and transfer wealth. After we understand a client’s situation and objectives, we explain available planning options in a way that empowers our clients to make informed decisions. We value lasting relationships with our clients to serve their changing needs over time, and strive to provide straightforward advice and quality personal service each time we are called upon.

Basic Estate Planning

  • Wills
  • Living Trusts
  • Durable Powers of Attorney for Financial Matters
  • Advanced Healthcare Directives

High Net-worth Estate Planning & Retirement Planning

  • Property Agreements
  • Insurance Trusts
  • Family Limited Liability Companies
  • Family Limited Partnerships
  • Private Foundations

Technical Wealth Transfer Techniques

  • Discount Gifting
  • Lifetime Giving Trusts
  • Personal Residence Trusts
  • Sales and Exchanges involving Irrevocable Trusts
  • Transmutation Agreements

Wealth Protection

  • Asset Protection Trusts
  • Shareholder Agreements
  • International Estate Planning
  • Off Shore Planning
  • Postnuptial and Prenuptial Agreements

Charitable Planning and Social Capital

  • Donor Advised Funds
  • Life Insurance Strategies
  • Public Foundations
  • Private Foundations
  • Restricted Charitable Gifts
  • Charitable Remainder Trusts
  • Net Income Charitable Remainder Unitrusts

Specialized Trusts

  • Defective Grantor Trust
  • Grantor Retained Annuity Trusts
  • Grantor Retained Unitrusts
  • Qualified Personal Residence Trusts
We have a vested interest in seeing you succeed. Our reputation depends on it.
Call us to schedule a consultation(949) 251-8877