Estate Planning

On the most basic level, estate planning is nothing more than the process of establishing a plan for the security and transfer of your assets in the event of your death or disability. This process involves the discussion and analysis of the assets you own, the manner in which you own those assets, the debts you may have incurred, your financial needs in the near, mid, and long terms, your financial goals, and your family situation. Once we thoroughly analyze and evaluate your unique situation, we will then discuss your goals and formulate a plan to meet those goals.

Insofar as most people’s personal and financial lives change over time, your relationship with your estate planning lawyer is a long-term relationship that must be built on a foundation of trust—a relationship not unlike your relationship with your accountant or financial advisor. We cherish those relationships and understand that a foundation of trust must be earned. Here at Chepenik Trushin LLP we service clients in Miami where we have shaped our practice around a client-centered approach that strives to satisfy the needs and goals of every client that walks through our doors. We understand and respect your wishes, and will advise you how to achieve your goals the best way possible.

A thoughtfully considered estate plan must address every conceivable possibility whether your issues involve the minimization of taxes upon your death, providing for your spouse or partner if you predecease her/him, providing for your minor children or grandchildren in case something happens to you, the protection of your assets from aggressive creditors or a greedy relative, ensuring that your spouse or life partner does not end up in business with your business partner or his/her spouse if you die, and countless other variables, many of which you may not have thought of or contemplated before. We will help you determine the best course of action for both the expected and unexpected factors that may arise. Our attorneys are here to help you navigate those sometimes difficult waters and assist you with devising the most efficient estate plan to suit your needs, goals, and objectives in life.

There are many options at your disposal when considering estate planning. An estate planner’s toolbox contains many of the tools familiar to most people, including the Last Will and Testament, Revocable Living Trusts, Durable Powers of Attorney, Health Care Surrogate Designations, and Living Wills. Some of you may have even heard of some of the more “sophisticated” estate planning tools, such as Irrevocable Life Insurance Trusts, Family Limited Partnerships, Charitable Remainder Trusts, Grantor Retained Annuity Trusts, Gifting Trusts, Dynasty Trusts, Qualified Personal Residence Trusts, and Special Needs Trusts, just to name a few. Our job is to use these tools and effectively communicate to you how the use of those tools can help you achieve your estate planning goals.

The firm of Chepenik Trushin LLP employs a unique blend of experience in the areas of estate planning, probate, corporate/business law, and taxation to help service clients in Miami, Aventura and Fort Lauderdale and craft the most efficient estate plan possible to make your life and the life of your loved ones as full as possible.

Call Chepenik Trushin LLP at (305) 981-8889 or contact us online

Contact Us