KOTTKE & BRANTZ, LLC
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    • Jon Kottke
    • James Brantz
    • Patricia Linville
    • David Brantz
    • Jocelyn Kanoff
    • Jennifer Terry
    • Joseph Jonikas
  • PRACTICE AREAS
    • Business and Contract Law
    • Family Law
    • Estate Planning
    • Probate and Estate Administration
    • Real Estate
    • Taxation
  • Press and Recognition
  • FIND US
  • CONTACT US
  • HOME
  • ATTORNEYS
    • Jon Kottke
    • James Brantz
    • Patricia Linville
    • David Brantz
    • Jocelyn Kanoff
    • Jennifer Terry
    • Joseph Jonikas
  • PRACTICE AREAS
    • Business and Contract Law
    • Family Law
    • Estate Planning
    • Probate and Estate Administration
    • Real Estate
    • Taxation
  • Press and Recognition
  • FIND US
  • CONTACT US

Estate Planning

Our firm provides a wide variety of estate planning services.  Regardless of the size of your “estate,” a professionally prepared estate plan is a gift to your loved ones that can clearly outline your final wishes and save significant headaches, conflict and expense after your death.  We have extensive experience in matters relating to:

Simple Wills

Powers of Attorney (both Financial and Medical)

Living Wills

HIPAA Authorization Forms

Revocable (Living) Trusts

Complex Wills
  • Planning for 2nd Marriages and Blended Families
  • Estate, Gift and Generation-Skipping Transfer (GST) Tax Planning
  • Asset Protection Planning (including planning for a beneficiary's potential divorce)
  • Supplemental Needs or Special Needs Planning
  • Pet Trust Planning

Irrevocable Trusts
  • Life Insurance Trusts (ILITs)
  • GST Exempt (Dynasty) Trusts
  • Qualified Personal Residence Trusts (QPRTs)
  • Other Split-Interest Trusts (including GRATs, GRUTs, CRTs, CLTs, etc.)

Planning for Minors
  • Guardian Designations
  • Transferring Assets to Trusts or UTMA Accounts for Minors
  • 529 Plans and Other College Savings Options

Lifetime Gifts
  • Annual Exclusion Gifts and Larger Gifts

Trust Administration 
  • Representing either Trustees or Beneficiaries on Construction, Modification/Reformation and Termination of Trusts
  • Conversions to Unitrusts
  • Removal and Replacement of Trustees
  • Decanting

Charitable Planning

For more information contact us today.

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