Trusts & Estates

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We service clients to minimize taxes and preserve assets for the next generation

CHWM’s attorneys are highly-skilled and experienced in the area of Trusts & Estates, concentrating¬†on Estate Planning, Elder Law, and Trust & Estate Administration. From simple to sophisticated, cutting-edge planning strategies, we help our clients achieve their goals in the most cost-effective manner. Trust and Estate planning services include:

  • Wills
  • Revocable Trusts
  • Irrevocable Trusts
  • Durable Powers of Attorney
  • Health Care Proxies
  • HIPAA Releases/Authorizations
  • Special Needs Trusts
  • Grantor Retained Annuity Trusts (GRATs)
  • Qualified Personal Residence Trusts (QPRTs)
  • Medicaid Asset Protection Trusts
  • Intentionally Defective Grantor Trusts
  • Life Insurance Trusts

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What Rights Do Donors Have Over Donor-Advised Funds?

A current lawsuit in California raises several questions about what rights donors retain when they donate property to a donor-advised fund....

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