Services
Potential Benefits
- Drafting, executing and analyzing wills and various (intervivos and testamentary) trusts
- Formation of Corporations, Public Charities and Private Foundations
- Drafting Health Care Proxies (Halachic Living Wills)
- Guidance in owning and utilizing life insurance in estate and tax planning
- Tax opinions on potential deductions, credits and exemptions
- Gift and income tax counsel and guidance
- Identifying and resolving conflicts between secular and Jewish law
Potential Benefits
- Develop a wealth plan that avoids conflicts and is in compliance with Jewish and Secular Law
- Ensure proper procedure in wealth transfer is executed in order that the transactions are enforceable in Beis Din and/or secular courts
- Design a life and post-life financial plan which avoids numerous and severe transgressions and prohibitions in Jewish and Secular law often overlooked
- Structure asset transfers in ways that fulfill various Jewish mitzvos (commandments)
- Protect your assets from creditors and other liabilities in a way that is enforceable in Jewish and Secular Courts
- Avoid the unnecessary Probate process, time-consuming Court intervention and costly frivolous litigation
- Minimize Income, Gift and Estate Taxes as well as maximize tax deductions, exclusions, exemptions and credits
- Utilize incentive-driven trusts to motivate beneficiaries and teach financial independence to the next generation
- Achieve wealth transfer goals via customized solutions which conform with one's tradition or personal value systems
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