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At Zell Law, we have four main areas of focus: estate planning, business planning, tax planning, and trustee and fiduciary services. This boutique approach allows us to concentrate on entrepreneurs, executives, family-owned businesses and individuals in need of basic or advanced planning.More specifically, our services include:
- Estate Planning -
- Basic estate planning: wills, trusts, powers of attorney, medical directives, and health care planning
- Advanced estate planning: life insurance trusts, dynasty trusts, qualified personal residence trusts, grantor retained annuity trusts, irrevocable non-grantor trusts, family limited partnerships and LLCs
- Education planning: 529 plans and college planning, minor’s trusts
- Charitable planning: donor advised funds, private foundations, charitable trusts, charities
- Business Planning -
- Choice of entity / business formation and design
- Contract review and negotiation
- Executive compensation
- Mergers and acquisitions
- Business succession planning
- Tax Planning -
- Income tax planning
- Estate and gift tax planning
- Trustee & Fiduciary Services-
- Trust administration: serving as an independent trustee or co-trustee with family members or corporate trustees
- Charitable trust administration: serving as independent trustee or co-trustee over charitable lead and charitable remainder trusts, as well as private foundations and public organizations
- Power of attorney: serving as an independent agent or attorney-in-fact
- Serving as an executor or a personal representative of the estate.