Waterford Law Group, PLLC

• Estate Planning
• Mergers & Aquisitions
• Intellectual Property Law
• Corporate Counsel
• Injury Law
• Trusts & Estates
• Mediation & Reconciliation Counsel
• Business Law Services
• Business Management Services
• Tax Exempt & Non Profit Organization
• Civil Litigation
• Bankruptcy & Reorganization
• Immigration & Naturalization
• Entertainment Law
• Representative Clients

Practice Areas Estate Planning

Waterford Law excels in the practice of estate planning. Waterford is a member of the nationally recognized Wealth Counsel which is the nation’s leading estate planning organization. Waterford in conjunction with Wealth Counsel offers a wide variety of estate planning services to clients throughout the nation.

Waterford counsels clients regarding the disposition of property upon death, lifetime gifting and the use and enjoyment of property during one’s lifetime, including retirement planning and charitable giving. Some of the common planning techniques include wills, revocable and irrevocable trusts, qualified personal residence trusts, family limited liability companies, family limited partnerships, charitable remainder unitrusts, and grantor retained income or annuity trusts. The firm also assists with any necessary gift tax returns and with the establishment of any planned gifting program developed in the planning process.

Waterford offers a full array of services in the areas of advising and administering trusts and estates which involves all facets of the probate or trust proceeding, all proceedings with the Internal Revenue Service, including the preparation of estate tax returns and fiduciary income returns, as well as all other aspects of estate or trust administration. Important tax elections must also be considered following a client's death. Waterford work’s with the trustee for any ongoing administration of trusts, including the maintenance of records for trust accounting and tax purposes, making distributions to beneficiaries and preparing the annual tax returns.