Trusts & Estates Planning
The Riviere Advocacy Group LLC has the lawyers to provide our clients with sound legal advice when it comes to estate planning or probating an estate. Our group can help you with estate planning, estate and trust administration and business succession planning.
Wills, Trusts, and Estate Planning
Our Groups estates and trusts attorneys provide specifically tailored estate planning and drafting services for business owners, executives and anyone else who faces the issue of estate and asset protection planning. Our planning can help you achieve wealth transfer at minimum tax cost both during life and upon death. When you have retained on of our attorneys they will gather information about your future desires for your family, charity of choice or future considerations. They will review your existing Will and any trust, consider whether your named fiduciaries are still appropriate, review your beneficiary designations, review your financial or powers of attorney otherwise, review existing insurance coverage (life, homeowners, umbrella, disability, LTC, etc.), review your investments, review how your assets are titled, determine/confirm your estate tax domicile. We can be as sophisticated as you like in our estate planning methods to include Grantor Retained Annuity Trusts (GRATs, Irrevocable Life Insurance Trusts (ILITs), Irrevocable Charitable Remainder Trusts (CRATs/CRUTs), Family Limited Partnerships, Qualified Personal Residence Trusts (QPRTs), Intentionally Defective Grantor Trusts (IDGTs), Charitable Lead Trusts (CLATs/CLUTs), Special Needs Trusts (SNTs), Self-settled Spendthrift Trusts (SSSTs), Gifting Trusts and Limited Liability Company (LLCs) as well as other creative planning methods.