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Estate Planning & Land Trust

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Section 502(e)(1) states the general rule requiring the court to disallow any claim for reimbursement or contribution of an entity that is liable with the debtor on, or that has secured, the claim of a creditor to any extent that the creditor’s claim against the estate is disallowed.

See how our estate planning and trust services can help you accomplish your many goals.

Planning for the future

Our planning services are fully integrated to meet your many objectives.

Estate planning and strategic wealth transfer

Let us help develop a plan to efficiently transfer wealth to your heirs and favorite charities, protect your family and business, grow your assets, and minimize taxes.

Philanthropic planning

Find out the best ways to support causes you believe in, promote family values and social responsibility, and leverage the tax-deductible nature of charitable gifts.

Business succession planning

Benefit from our guidance as you face key moments of transition in the life cycle of your business.

Executive benefit planning

Find out how our services can help you reduce risk, create liquidity, and defer taxes with your concentrated corporate stock.

Insurance planning

Get guidance on how you can structure your insurance plan to avoid costly estate and federal tax liabilities and ensure you have the coverage you need.

Divorce planning

Learn how we can help protect your best interests with guidance and sound financial solutions.

Benefitting from personal trusts

We’ll identify and implement appropriate trust vehicles to accomplish your goals.

Trustee services

Take advantage of the many wealth transfer and tax saving benefits a personal trust offers from highly experienced professionals in fiduciary oversight.

Personal trust administration

Experience how generations of families have benefitted from our considerable trust management skill.

Personal trusts in Delaware

Learn about the many advantages the state of Delaware offers for trusts, and how we’ve helped shape Delaware trust law for decades.

Speak with our advisors to ensure that your plan is on track and that you are making the most of your trust opportunities.

Don DiCarlo

Don DiCarlo
Head of Strategic Planning Advice

Recent Posts: SW Laws blog \ Referrals

Protect Your Right to Life and the Environment with a “Land Trust”

Any trust, either a complex trust or a simple trust, gets a tax deduction for money it pays out to the beneficiaries. Thus, it is relatively easy to “zero out” a trust’s income and avoid paying taxes on trust money. A complex trust may have to file a 1041 tax form, but if there isn’t […]

Keep your Affairs out of Court: Put your Property in the Name of the Trust

Keep your Affairs out of Court: Put your Property in the Name of the Trust

AKA: Avoiding probate, (How to fund the trust): If You Have a Revocable Living Trust, congratulations. Thats just the first step… DONT FORGET TO TRANSFER ALL ASSETS TO THE NAME OF THE TRUST. There’s a big estate planning problem out there. The titling process is getting neglected causing families to go through probate. However, when the […]

Is your Personal Injury Accident Claim worth Pursuing? via Chris Limberopoulos

Is your accident claim worth pursuing? Based in Tampa, Florida, attorney Christopher “Chris” Limberopoulos emphasizes a knowledgeable approach to auto accident law. Guiding the Florida Law Group, Chris Matthew Limberopoulos has an extensive background in auto product liability and cases involving accidents related to defective parts installed in vehicles. Among those parties that can be […]

Where do Your Tax dollars go? via U.S. Supreme Court Council

Your tax dollars are being spent on government programs that sponsor the victimization of women, children and the elderly. See charts detailing the tax consequences on a dollar doubled at http://www.legalees.com/dollar-double… It’s only part of the information in my Advanced Tax Tactics. Use promocode “YouTube” to get 30% off at https://legalees.com/advancedtaxtactics/ Postpone, shift or change […]

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Blog:: Forensic Files

$7.5M Award paid for BIASED evidence analysis via FOX6Now.com

$7.5M Award paid for BIASED evidence analysis via FOX6Now.com

MILWAUKEE —  Robert Lee Stinson spent 23 years in prison for a crime he did not commit. Now, he is finally getting justice for a conviction based on flawed evidence. His long-awaited day in court came amid a national effort to put forensic science on trial.   For decades, television shows have conditioned people to […]

7 Countries with the Best Forensic Technologies via iTHINK

7 Countries with the Best Forensic Technologies via iTHINK

Civilizations that have thousands of years invested in perfecting a field tend to NAIL IT with more accuracy…. Many research and development solutions can be obtained through information sharing from countries that have had centuries of trial and error based experiementation. Seek to learn from mentors in the field, and save yourself from complicating your […]

RELATIVE POVERTY not Poverty causes crime.

Psychology Professor Jordan Peterson explains the clear documented science why it’s relative poverty and not poverty itself that causes crime, AKA the Gini Coefficient He goes on further explaining the role of the male dominance hierarchy in context of relative poverty and crime. Dr. Peterson’s new book is available for pre-order: 12 Rules for Life: […]