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信托和遗产规划

        一个经验老到的律师在设计代际传承的遗产保护和管理和作出税务控制上的选择会明显不同。一个贴切适合的遗产规划永远会作综合考量:老年人法、退休计划,退休帐户、联邦和州遗产税、医疗计划、财富保护和生意承续计划等。

        我所提供细致的个性化的服务以期达成客户的个人需求和目标。

        我们的遗产规划和财富管理计划包括如下客户的关切:

  • 控制和管理个人资产和遗产

  • 为钟爱之人特别馈赠

  • 指定未成人的监护人或者根据客户的要求避免法定监护人的指定而设定可信任的监护人

  • 避免漫长而费用高昴的遗嘱认证

  • 合法减免和回避不必要的遗产税

  • 指定遗嘱受益人或者避免遗嘱、建立信托管理资产分配,选择信托托管人和信托资产管理方式

  • 选择可行可靠并现实的公益馈赠计划,以此产生连续稳定的收益,降低资产所得税和遗产税、提高投资收益

  • 特别医疗计划的考量

  • 设定发生特定疾病、事故、失智情况下个人事务安排

  • 选择可信任家庭成员或朋友在本人失去行为能力时代为作出个人医疗决定

  • ​保持财产和个人事务的连续性,避免紧急情况下家庭成员的财务和事务压力。

Mailing Address: P.O. Box 521810, Flushing, NY 11352   |   info@xulawoffices.com    |   Tel: 1-929-200-7168/66     |  Fax: 1-929-200-7167  

Physical Address: 136-18 39th Ave, Suite 1003, Flushing, NY 11354   

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