Succession & Estate Planning

Many perceive the succession and estate planning process as confusing and difficult, and therefore are reluctant to move forward. Our attorneys make the process easier to understand, which allows our clients to make informed decisions and to progress with both planning and implementation.

We provide a very personalized approach, helping clients to protect and enhance their estates for themselves and their beneficiaries. Zeppos Rautiola LLP offers a complete spectrum of sophisticated assistance, including

  • Asset protection
  • Charitable planning and trusts
  • Contingency planning for physical or mental incapacity
  • Ensuring security of minor children
  • Estate tax reduction
  • Family limited partnerships
  • Health care powers of attorney
  • Insurance trusts
  • Irrevocable and revocable trusts
  • Life insurance planning
  • Living trusts, wills, and durable powers of attorney
  • Revocable and irrevocable trusts
  • Structuring gifts to family and charities
  • Succession planning for a family business

Contact Zeppos Rautiola LLP for further information.