Trusts & Estates
Rampart Law Group's Trust and Estates practice assists individuals in planning for how their assets and loved ones will be taken care of when the unexpected occurs. Estate Planning is not just for the wealthy; almost everyone needs estate planning in some form or another. Nevertheless, so many people express wishes verbally to their families, but don't follow through with the proper legal planning necessary to carry on family values, keep the peace in their families and provide financial security for their loved ones after they are gone. Rampart Law Group is here to help.
Rampart Law Group takes a hands-on approach to estate planning, commencing with a questionnaire and meeting with the client to ensure the estate plan is tailored to your desired outcomes and goals. Once we understand your desired goals and outcomes, we develop a plan designed for you and prepare documents that support that plan. After your plan documents are finalized, we arrange for execution of the documents and implementation of the plan.
For all estate planning clients we offer regular reviews of and updates to estate plan documents.
Estate and Gift Tax Planning
Our hands-on approach allows us to assist individuals and corporate fiduciaries in creating plans and implementing them, and to assist beneficiaries in understanding the rights and restrictions to the wealth being transferred.
Rampart Law Group offers clients an opportunity to have a "family meeting" where all the major details of the trust are discussed with their chosen Trustees. The person or people that will serve as Trustee need to understand what should happen at the time of death of the person creating the trust.
Business Succession Planning
Rampart Law Group's sophisticated corporate and tax practices support the estate planning practice to develop a business succession plan that supports valuation, continuous business operations, and tax advantageous transfers.