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Specialized Estate Documents

Specialized Estate Planning Documents

Many law offices provide the fundamental estate planning services that every client expects such as basic and complex wills. For many clients this serves the extent of their needs, addressing all issues of asset protection and distribution. For many of our clients, it is a foundation on which to build a complex, comprehensive and sophisticated estate plan.

At the Boca Raton law office of Dickenson, Murphy, Rex & Sloan, P.A. our attorneys provide in-depth and highly specialized options designed to meet the significant needs of clients with substantial wealth preservation needs. Our lawyers employ a wide range of specialized estate planning documents, strategies and tools to create solutions to meet your needs.

Boca Raton Estate Planning and Wealth Preservation

A comprehensive estate plan for clients with significant wealth addresses not only issues of inheritance for heirs, but tax concerns, distribution of assets, business holdings, charitable giving and other complex and often specialized needs. Our estate planning attorneys offer decades of proven legal experience as well as backgrounds in tax consulting, accounting and business.

We can help you explore the panoply of options available through specialized estate planning documents, such as:

  • Generation-skipping trusts
  • Charitable remainder trusts
  • Minors trusts
  • Establishing of charitable foundations
  • Post mortem planning
  • Special needs trusts
  • Business succession planning

We work closely with you throughout the planning process to advise and counsel you based on a thorough review of your unique situation. Following a full evaluation we explore the strategies that can help you minimize tax exposure while establishing a legacy to meet your goals.

Contact our Office for More Information

In Boca Raton or throughout South Florida, we serve clients in need of detailed, thorough and sophisticated legal counsel. We help you plan and draft an estate planning strategy that uses all available tools to meet your needs. Find out more about our practice and our service by calling 561-391-1900 or reaching us online.