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Murtha Cullina attorneys extend lifetime planning into consideration of the orderly and economic transfer of family wealth through proper estate planning:

  • Lifetime and estate planning are carefully coordinated with the emphasis on consideration of alternative ways to accomplish our client's objectives and the development of a flexible plan to accomplish those objectives.
  • Wills, revocable and irrevocable trusts, marital, credit shelter and generation skipping trusts are some of the techniques we use to meet the needs of each client. Life insurance plays a key role in effective estate planning by providing support for family members and meeting liquidity needs. Effective income, gift and estate tax strategies are needed to make best use of this important resource.
  • Charitable giving techniques can be very useful in reducing estate taxes; these and other tax strategies are employed not as ends in themselves, but to achieve identified objectives.