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Estate Planning


Whether your estate plan is an elaborate mix of corporations, limited liability companies, multiple real estate entities, multiple trusts, and multiple retirements and life insurance plans or merely a will and a nomination of guardians for your children, everyone needs estate planning of some kind. Jeremy Z. Carter will structure an overall plan for you, help you maintain your plan over generations of your family or switch between the two as needs arise.

Look to us for:

  • Estate Planning

  • Trust formation/Administration

  • Health Care Documents

  • Powers of Attorney

  • Probate Proceedings & Litigation

  • Revocable & Irrevocable Trusts

  • Special Needs Trusts

  • Trust Maintenance Plans

  • Wills

  • Asset Protection Planning and Implementation

  • Estate Tax Issues


  • Family Limited Partnerships

  • Management Trusts

  • Charitable Trusts & Foundations

  • Dynasty Trusts

  • Strategic Gifting

  • Tax Strategies

  • IRA Inheritance Trusts

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