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Estate Planning & Land Trust

Planning for Future by Estate Planning & Land Trust

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