trustlegacylaw

The law offices of Richard Alan Lehrman

What We Do

 

Specializing in the planning, design, implementation and administration of trusts and estates, charitable gift planning, values based planning, asset protection planning and business succession planning. 

 

Trusts

  • Certificate of Trusts
  • Split-Purchase Trusts
  • Testamentary Trusts
  • Charitable Trust Administration
  • Offshore Trust
  • Offshore Private Placement Trusts
  • Qualified Personal Residence Trusts
  • Intentionally Defective Grantor Trusts
  • Revocable Living Trusts - Single Trustmaker
  • Grantor Retained Annuity Trusts or Unitrusts
  • Irrevocable Life Insurance Trusts or Gift Trusts
  • AB Revocable Living Trusts - Married Trustmakers
  • Multigenerational (GST) Revocable Living Trusts
  • Multigenerational (GST) Irrevocable Life Insurance Trusts or Gift Trusts
  • Charitable Lead Trusts (CLAT or CLUT) set-up and planning
  • Charitable Remainder Trusts (CRAT, SCRUT) set-up and planning
  • Charitable Remainder Trusts (NIMCRUT or FlipCRUT) set-up and planning

Funding

  • Funding Instructions
  • Funding Power of Attorney

Wills

  • Living Wills
  • Pour-over Wills
  • Wills with testamentary trusts

Practice Specialities

  • Private Foundations
  • Grant Deed Transfers
  • Estate Administration
  • Durable Power of Attorney
  • Custom or Jurisdictional Features
  • Designation of Health Care Surrogate
  • Limited Liability Company set-up and planning
  • Family Limited Partnership set-up and planning
  • Federal tax qualification for existing charitable entities
  • Tax-qualified wholly charitable entities (corporations or trusts)
  • Pension Plan and IRA Stretch-Out Trust & Beneficiary Designation
  • Private Foundation or Supporting Organization set-up planning
  • Private Annuity and Self-Canceling Installment Note set-up and planning ‚Äč

 

 

 

 

Elegant pictures by mugley Taken from flickr, under creative common. If you keep any of these pictures in your final website, please keep this credit too, thanks

Devoted to the preservation of our clients' wealth

and perpetuation of our clients' legacies

Richard Alan Lehrman Law Offices | 1111 Lincoln Road, Miami Beach, FL 33139 | 305.490.3030 Voice | 786.228.0404 Facsimile