SOPHISTICATED ESTATE PLANNING TECHNIQUES

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.

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.

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

Vermont Estate Planning