Individuals with large estates often face complex issues such as federal and state estate taxation, generation skipping transfers, multi-generational trust planning and liquidity considerations.  Smaller estates are not immune from similar concerns, including planning for young children or those with special needs.

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Rick Kozlowski has over thirty years of experience with sophisticated estate issues.  To help his clients, he has created a separate website that explains, in detail, many of the problems faced in this area of the law.

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For more information regarding sophisticated estate planning techniques, visit Rick’s website:  www.vermontestateplan.com.