Trusts and Estates

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Halbert Law Firm advises clients on estate planning strategies intended to minimize estate taxes for individuals, and preserving wealth for their family and future generations.

Halbert Law Firm has extensive experience in the area of Estate Planning. We assist clients with the preparation of Last Will & Testaments, Revocable Living Trusts, Financial Powers of Attorney, Health Care Powers of Attorney, and Living Wills.  We also work closely with high net worth individuals and families in implementing advanced estate planning strategies, including:


•              Last Will & Testament

•              Revocable Living Trust (RLT)

•              Financial Power of Attorney

•              Qualified Personal Residence Trusts (QPRT)

•              Domestic Asset Protection Trusts (DAPT)

•              Irrevocable Life Insurance Trust (ILIT)

•              Intentionally Defective Grantor Trust (IDGT)

•              Family Limited Partnerships (FLP)

•              Limited Liability Companies (LLC)

•              Private Foundations

•              Charitable Remainder Trusts (CRT)

•              Charitable Lead Trusts (CLT)

•              Grantor Retained Annuity Trust (GRAT)

•              Gifting Trusts

•              Self Cancelling Promissory Notes

•              Stand Alone Retirement Trusts

•              Family Bank Trust

•              Private Trust Company

•              Family Offices

•              Family Wealth Advising