Estate & Trust Planning

Ensuring the next generation is well cared for, providing for a charitable organization you support, seeking the transfer of a business to loved ones; each demands diligent estate and trust administration and planning.

Walsh One can help ensure your goals are met and the effects of the estate and gift tax minimized. We’ll work seamlessly with your estate solicitor and other advisors on your estate plan to help ensure your wishes are realized.

Our estate and trust administration and planning services include:

Financial Analysis of Trust Documents and Wills
Life Insurance Trusts
Grantor Retained Trusts
Qualified Personal Residence Trusts
Charitable Remainder and Lead Trusts
Private Foundations
Family Limited Partnerships
Generation-skipping Trusts
Beneficiary Planning
Business Succession and Buy/Sell Agreements
Asset Protection
Pre- and Post-Mortem Tax Planning
Accountings for Trusts and Estates

For more information on our Estate and Trust Administration and Planning services, simply call or click here.