Estate planning at King & Navins knows no borders, economic or otherwise, and the firm’s attorneys are fully committed to tailoring estate plans which respond to the specific needs of each client.

Estate Planning

The trusts and estates practice at King & Navins involves all aspects of estate planning. Our attorneys work with individuals and families to create and implement plans which are designed to achieve a client’s dispositive objectives in the most tax-efficient manner possible and with the least amount of administrative burden.

The firm’s attorneys have a wealth of experience in drafting basic estate planning instruments, including:

  • Wills
  • Revocable Trusts
  • Irrevocable Trusts
  • Durable General Powers of Attorney
  • Health Care Proxies
  • Appointments of Guardian

Our attorneys can also bring to bear a more sophisticated level of planning, involving the use of:

  • Defective grantor trusts
  • Qualified personal residence trusts
  • Grantor-retained annuity trusts
  • Limited liability companies
  • Private foundations
  • Charitable remainder trusts
  • Charitable lead trusts

In constructing a plan, the firm’s attorneys conduct an in-depth analysis of the income, estate and gift tax consequences of the plan. They address asset allocation, disposition of retirement plan benefits and the ownership and disposition of life insurance.

To assure that the legal instruments put in place operate as envisioned, the firm’s attorneys provide guidance in funding trusts, titling of assets and the designation of beneficiaries for retirement plans and life insurance policies.

Download an Estate Planning Questionnaire here:
Questionnaire for an Individual (PDF)

Questionnaire for an Individual (Word Document)

Questionnaire for a Couple (PDF)

Questionnaire for a Couple (Word Document)