Trust and Estate Law

estate and tax planningSolliday Law works with individuals, families, professionals, entrepreneurs, and small business owners representing them in all areas of Trust and Estate Law. We arrange for the holding, management, and transfer of property and assets in the most cost-effective and efficient manner. Tailoring the estate plan structure to the specific needs and desires of our clients, such as family relationships, the nature and amount of assets, and tax considerations.  We work with clients on all aspects of estate, gift, and multi-generational tax planning.

At Solliday Law you are in the capable hands of Robert Solliday with an added benefit. Robert earned an LL.M. (Master of Laws) degree in taxation from New York University, universally recognized as the best tax law school in the United States. He draws upon his legal education, knowledge, and extensive experience in developing both simple and sophisticated wealth transfer strategies and integrating those strategies with the personal, business, and tax goals of his clients.

If circumstances warrant, we can assist you in formulating an estate plan that transfers your family wealth in a manner intentionally designed to be a constructive influence in the lives of your beneficiaries and family members.

Regardless of the size of your estate and intent, we partner with you to understand your specific needs and goals. The result is a custom-tailored, comprehensive and tax-sensitive estate plan that holds and manages your assets until their ultimate transfer.

Trust and Estate Law Services:
  • Last will & testament
  • Revocable and irrevocable trusts
  • Financial powers of attorney
  • Health care powers of attorney
  • Advanced directive
  • Charitable trust
  • Family limited partnership
  • Gift and generation-skipping transfer tax planning
  • Lifetime wealth transfer through qualified personal residence trust
  • Planned giving
  • Premarital agreement
  • Post-marital agreement
  • Private foundation
  • Spousal trust
  • Community property agreement
  • Pet-nuptial agreement

 


Client tested. Peer approved.

Contact Solliday Law at 602 559 4800 for your Estate and Tax Planning legal needs.